ADVISOR BIO

Dewayne Willis is a financial advisor with Edward Jones. Dewayne has been in the industry since 2016 and is registered in multiple states. Dewayne specializes in financial planning, retirement planning, and portfolio management for individuals and businesses. Dewayne is also a Certified Financial Planner.

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Dewayne Crunk is an investment advisor representative who is currently registered with Venturi Private Wealth. Deywayne is a licensed investment advisor representative and has been in the industry for over 30 years. Deywayne has been registered with Venturi Private Wealth since September 2018, and prior to that was employed at Wells Fargo Advisors. Deywayne is a registered representative in Oklahoma and Texas. Dewayne Crunk specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.

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Dexter Harrison Wise is a financial advisor with Summit Financial, LLC, located in Edmond, Oklahoma. Dexter has been in the financial industry for over 8 years. Dexter is registered with the state of Oklahoma and New Jersey. Dexter specializes in providing financial planning, pension consulting, and selection of other advisers to individuals, businesses, and charitable organizations. Dexter holds the Series 65, 66, 7, and SIE licenses.

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ADVISOR BIO

Diana Salazar is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Diana has been in the securities industry since May 13, 2019. Diana is registered to offer securities in 53 states and is also registered as an investment advisor in Oklahoma and Texas. Diana specializes in offering securities to individuals, corporations, insurance companies, charitable organizations, and pension and profit sharing plans.

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Diane Harriette Denham is a financial advisor with Stifel, Nicolaus & Company, Inc. Diane has been working in the financial services industry since 1980. Diane's professional experience includes positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A. and Stifel, Nicolaus & Company, Inc. Diane is registered with the state of Oklahoma as a Broker-Dealer and Investment Advisor Representative. Diane has passed several securities exams including Series 63, 65, 7, 8, 9, 10 and the SIE. Diane is also a member of the Medicine Park Aquarium and Natural Sciences Center board of directors.

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Dillon Steve Freie is a financial advisor at Morgan Stanley. Dillon has been in the financial services industry since 2017. Dillon holds a Series 66, Series 7 and SIE license and is registered in 39 states. Dillon is dedicated to helping clients achieve their financial goals.

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Dillon T Lambert is a Registered Representative and Investment Advisor Representative with Geneos Wealth Management, Inc. in Ardmore, Oklahoma. Dillon has been in the financial services industry since January 8, 2018. Dillon is registered to provide investment advice in Oklahoma and Texas. Dillon also works with Ryan Hobbs Investment Services.

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Dirk Johannes Coetzee is a financial advisor currently registered with LPL Financial LLC, based in Edmond, Oklahoma. Dirk has been in the financial services industry since 2022, previously working with J.P. Morgan Securities LLC and Equitable Advisors, LLC. Dirk holds the Series 66, Series 7TO and SIE licenses and is registered in Oklahoma. Dirk specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.

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D. Kurt Morgan has over 30 years of experience in the financial industry. D. Kurt Morgan is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. D. Kurt Morgan holds Series 7, 63 and 65 licenses and the SIE. D. Kurt Morgan provides portfolio management services to individuals, corporations, and businesses. D. Kurt Morgan also provides pension consulting, financial planning, and educational seminars. D. Kurt Morgan is registered to provide advisory services in 44 states and is currently located in the Tulsa, OK branch office.

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ADVISOR BIO

Donald Ray Jackson is a financial advisor with over 28 years of experience. He has been registered with the Securities and Exchange Commission (SEC) since 1994. His current firm is UBS Financial Services Inc., and he has also been registered with other firms in the past. Donald specializes in various areas, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. He has a strong track record of success in the industry and is committed to providing his clients with the highest level of service.

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