Noel Bennett is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at OSAIC since 2015. Prior to that, he was affiliated with Cetera Advisors LLC and has operated his own financial services and insurance businesses. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm uses various asset-allocation tools and supports discretionary and non-discretionary account management with portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Marcos Rivero is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and with 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of his advisory role, he is a passive partner in Livefire, LLC, a technology company focused on firearms training, and a co-owner of A New Way. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Bridgette Nehring is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and with 21 years of industry experience. She has been with Primerica since 2005. Outside of her advisory role, she owns The Uncommon Movement LLC and Nehring & CO, LLC, a family management company. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies managed by unaffiliated asset managers and offers a wrap-fee asset management program supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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 Series 63 and Series 65 credentials and has worked previously at Principal Securities Inc. and Principal Life Insurance Company. Wadkins also operated Orvis & Wadkins Financial Advisors, LLC for over a decade in addition to his current role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

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 at Equitable Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2003, following a tenure at Axa Advisors. Outside of his advisory role, he is involved in motivational speaking to local groups and organizations. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Kristin Afelumo is a financial advisor with LPL Financial in Bixby, Oklahoma, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance, MML Investors Services, and MassMutual Financial Group. Outside of advising, she is an author of a book and holds a non-variable insurance agent license. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with various financial products and credit options.

Cody Callaway is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Edward Jones, and Lincoln Financial Distributors. Callaway also serves as co-trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and both discretionary and non-discretionary strategies.

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, Oklahoma, holding Series 63 and Series 65 licenses and having 33 years of industry experience. His prior roles include positions at National Planning Corporation, Mass Mutual Investors Services, J.P. Morgan Securities, Cornerstone Financial Services, Vineyard Asset Management, OSAIC, and Merrill. Outside of his advisory work, he is involved with Epic Charter Schools, where he contributes to monitoring administration. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Kenneth Little is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and 11 years of industry experience. Prior to joining Edward Jones in 2018, he was associated with several firms, including Legacy Advance Solutions LLC and Private Client Services, LLC, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial products supported by a large nationwide network of advisors and branch offices.

Kirk Darnell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at firms such as CUNA Mutual Group, Allstate Financial Advisors, Morgan Stanley, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment strategies and institutional platforms.

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. His prior roles include positions at Raymond James Financial Services, Cambridge Investment Research Advisors, and Morgan Stanley. Outside of his advisory work, he is the owner of Lawman Shave Products and has authored an investment-related book. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives who utilize various discretionary and non-discretionary strategies.

Matt Clover is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and no prior industry experience. His background includes roles at Bank of America, Modern Woodmen of America, and Edward Jones, as well as positions outside finance such as teaching at local schools and working in fitness and retail. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.