Robert Bentley is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Arvest Wealth Management for six years before joining LPL Financial in 2021. 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, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad spectrum of investment strategies.

Curtis Miller is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors since 2018 and was previously employed at Jenks High School for five years. Outside of his advisory role, he is involved in the sale of home security, automation products, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers a variety of portfolio approaches supported by BNY Mellon Advisors and Pershing.

John Bizjack is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include ten years at Morgan Stanley and five years at Wells Fargo Clearing. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various research and operational tools.

Melissa Downing is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at several firms including Avantax Advisory Services and Golden Rule Insurance Company. Outside of her advisory duties, she manages bookkeeping at Downing Manufacturing and serves as an office manager and tax return processor at Cochran Bell LLC. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Megan Gatlin is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, bringing three years of industry experience. Her career includes roles at Minnesota Life Insurance Company and Securian Financial Services, alongside her current work at Cambridge. In addition to her advisory role, she is also an independent insurance agent and operates Northstar Wealth Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, using both proprietary and third-party strategies tailored to client objectives.

John Buxton is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and operates KEBUX LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and affiliated services beyond traditional advisory offerings.

Rebecca Tidmore Crow is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Cetera and its affiliated firms since 2008 and owns Financial Planning Associates, a financial services business. Additionally, she is an insurance agent and a commissioned notary in Oklahoma. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nathan Palmer is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at OSAIC since 2015, following six years at First Independent Advisory Services, Inc. He serves as a board member of the First Church of the Nazarene in Broken Arrow, Oklahoma. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and access to third-party managers to construct portfolios across various asset classes.

Tyler Cornwell is a financial advisor with Edward Jones in Tulsa, OK. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Rogers State University and in various roles including education and retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Wade Farquhar is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent ten years at Lean Teams. Outside of his advisory role, Farquhar serves as an adjunct instructor at Tulsa Technology Center and coaches youth wrestling at Broken Arrow Wrestling Club. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies and affiliated financial services operating under a fiduciary standard.

Samuel Barker is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Barker is a member of Aventus LLC, a commercial real estate business in Tulsa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Brandon Ford is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Securities America Advisors, Inc. for 20 years prior to joining OSAIC in 2024. In addition to his advisory role, he serves on the finance committee of St. Patrick's Episcopal Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create diversified portfolios managed on both discretionary and non-discretionary bases.

Andrea Duke is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK. She holds Series 63 and Series 66 credentials and has 23 years of industry experience, including 17 years with Cambridge Investment Research Advisors. She is also the owner of Northstar Wealth Management LLC. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Heather Pearce is a financial advisor at Edward Jones in Broken Arrow, OK, holding a Series 66 designation. She has been with Edward Jones since 2026 and has prior experience working at Tulsa Community College, Genesis Health Club, and ExecBaby LLC. Edward Jones is a full-service wealth management firm serving 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 manages over $1 trillion in assets and supports a large nationwide network of advisors and branch offices.

Parker Conway is a financial advisor at Cetera with Series 66 credentials and one year of industry experience. He has previously worked with firms including Avantax and Morgan Stanley and has provided operational and financial planning support through Villines Wealth Management, assisting an affiliated advisor with drafting financial plans and improving practice efficiencies. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Cheng Yang is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A., Merrill, Midfirst Bank, and Cetera throughout his career. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicholas Pardon is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he serves as an adjunct instructor teaching financial education at Tulsa Tech and is involved in managing several real estate and holding companies as CEO or CFO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cynthia Powell is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 credential and 18 years of industry experience. She previously worked at Gradient Securities, VSR Financial Services, and Next Financial Group. Powell is the owner of GEN3 Financial, where she provides Certified Divorce Financial Analysis services. 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, model portfolio programs, and institutional platforms, with a broad selection of investment strategies supported by technology tools.

Doyle Denny is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Michael Sokol is a CFP® with 19 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and has prior experience with Sokol Land Investments from 2014 to 2019. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.