James Fortune is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for 23 years. Outside of his advisory role, he consults on general financial literacy and education. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars with a structured, collaborative approach using firm-approved analytical tools.

Lee Wadkins III is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Principal Securities Inc. and Principal Life Insurance Company for 15 years, as well as at Orvis & Wadkins Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management across various model portfolios and strategies.

Monica Freeny is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding a Series 66 designation and 18 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc since 2012. Outside of her advisory role, she is involved as a board member and vice president of trucking businesses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pensions, charitable organizations, and trusts. The firm offers comprehensive financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options.

Howard Hermes Jr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors LLC. Outside of his advisory duties, he engages in motivational speaking to local groups and organizations. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Kristin Afelumo is a financial advisor with LPL Financial based in Bixby, OK, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance Company, MassMutual Financial Group, and MML Investors Services. Outside of her advisory work, she is also an author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from both internal and third-party sources.

Cody Callaway is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Wells Fargo Advisors from 2016 to 2020 before joining LPL Financial in 2020. Callaway also serves as a co-trustee for the Callaway Family Revocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Demond Riouse is a Series 66-licensed financial advisor with Thrivent Investment Management, holding four years of industry experience. Prior to joining Thrivent, he worked at Guide Wealth Partners and Cetera, and before that at Securian Advisors MidAmerica and Minnesota Life Insurance Company. Outside of his advisory role, he serves as an at-large board member for the Brighton Village Homeowners Association in Broken Arrow, Oklahoma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based planning across a range of financial topics without discretionary trading authority.

Philip West is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he operated Tulsa Runner LLC for 15 years. He serves on the foundation board of John Knox Presbyterian Church, advising on foundation funds and their uses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of over 23,700 financial advisors.

Japhet Martinez is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he worked in the restaurant industry for several years, including at Ichiban Steakhouse and Sushi Bar and Tokyo Garden. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Brett James is a CFP®-designated financial advisor with Edward Jones, based in Broken Arrow, Oklahoma, with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the owner of BMKC Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices, as well as its affiliated trust and securities-based lending services.

Stephen August is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with LPL Financial since 2017 and has been associated with National Planning Corporation since 2015. Outside of advisory work, he is involved in monitoring administration for Epic Charter Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research and model portfolios.

Daniel Galante is a financial advisor at Edward Jones in Tulsa, OK with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Veryable Inc, Connected DMV, Street Shares, and served in the United States Congress. Outside of his advisory role, he manages a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kenneth Little is a financial advisor at Edward Jones in Broken Arrow, OK, holding a Series 66 designation with 10 years of industry experience. Prior to joining Edward Jones in 2018, he held roles at several firms including Legacy Advance Solutions LLC and Private Client Services, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kirk Darnell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His career includes roles at CUNA Brokerage Services, CUNA Mutual Group, Liberty Mutual, Allstate Financial Advisors, and Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Daniel Witham is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he owns Lawman Shave Products and has recently authored an investment-related book. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and consulting services through its nationwide network of investment adviser representatives.

Patrick Randall II is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at MetLife Securities Inc. from 2007 to 2017. In addition to his advisory role, he serves as a consultant providing financial research and due diligence on structured settlements to attorneys, clients, and financial advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to support collaborative, goal-focused planning engagements.

Michael Benditz is a CFP®-certified financial advisor with Edward Jones, where he has worked for 11 years. He volunteers as a group leader at The Church at Battle Creek in Broken Arrow, Oklahoma, where he facilitates Financial Peace University classes. 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 advisors and branches nationwide.

Robert Bentley is a financial advisor with LPL Financial in Tulsa, Oklahoma, holding a Series 66 designation and 10 years of industry experience. He spent six years at Arvest Wealth Management before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diverse investment strategies.

Curtis Miller is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has worked at Primerica Advisors since 2018 and previously taught at Jenks High School for five years. In addition to his advisory role, he is involved in selling loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with a range of model-based investment strategies supported by external asset managers, BNY Mellon Advisors, and Pershing for trade execution and custody. The firm operates at scale with nearly 4,000 advisors and approximately $15.5 billion in assets under management.

John Bizjack is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked for Morgan Stanley and Morgan Stanley Private Bank for a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.