Tulsa, OK S American Plaza St E Office

Terri Havenstrite is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior experience includes roles at BOK Financial Securities, Inc. and First Allied Securities, Inc. She is also a commissioned notary public in Oklahoma. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis. Advisors develop tailored recommendations using firm research and planning tools, with implementation options through various brokerage and advisory programs.

David Guier is a financial advisor with Wells Fargo Advisors in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, and specialized areas such as business-owner transition and special-needs analysis. The firm employs proprietary research and tools to develop tailored client recommendations, with implementation options through brokerage or advisory programs.

John Brophy is a financial advisor at Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked within Wells Fargo’s various advisory and clearing divisions since 2009. Brophy has a partial ownership interest in Vela Wealth Management, LLC, an investment-related business in Tulsa. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad array of planning options tailored to clients meeting net-worth thresholds. The firm integrates advisory services with multiple financial product offerings through a large network of advisors.

Daniel O'meilia is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors and its affiliated entities since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Neal Sperry is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a 25% owner of Vela Wealth Management LLC, where he dedicates significant time managing investment-related activities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and tools to develop tailored recommendations, and integrates advisory services with various financial products and referral channels.

John Gero is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He is a co-trustee for Vela Wealth Management 401(k) and holds ownership interests in Vela Wealth Management, LLC and 3404MC LLC, both investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on discrete planning engagements tailored to client needs.

Matthew Eklund is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He has held various roles within Wells Fargo affiliates since 2009. Outside of his advisory work, he co-owns raw land in Cleo Springs, Oklahoma. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

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.

Myles Eklund is a financial advisor at Wells Fargo Advisors in Tulsa, Oklahoma, holding a Series 66 designation with eight years of industry experience. He previously worked at Wells Fargo Clearing and ConocoPhillips. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, and business-owner transition planning, using Wells Fargo research and tools to develop tailored recommendations.