Matt Cain is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he co-founded the MLCS Group, a boutique-style investment team. The group provides customized financial strategies for high-net-worth clients, including corporate executives, business owners, and affluent families, assisting them through significant transitions such as business sales, IPOs, and retirement. Matt has over 30 years of experience in financial advising, having joined Merrill Lynch in 1994 after three years in commercial banking. His expertise includes wealth management and investment advice for a range of clients, with a focus on generational family wealth, wealth transfer, philanthropy, retirement planning, and estate strategies. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Investment Management Analyst® (CIMA) designations and earned a Bachelor of Science in Business Administration from Oklahoma State University. Matt is active in community service and currently serves as Chair of the Board of Directors for The Parent Child Center of Tulsa and Chair of the Friends of Scouting Campaign for the Indian Nations Boy Scout Council. He previously served on the Metro Christian Academy Board of Trustees and is a member of the Committee of 100. Outside of work, Matt enjoys hiking, biking, running, and traveling with his wife, Alice, and their son, Caleb.

Stephen O'Sullivan II is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 27 years of experience in the financial services industry. He began his career at Merrill in 1998 after graduating from Oklahoma State University with degrees in Finance and Management. Stephen has continued to advance his professional education, earning the Certified Investment Management Analyst® designation through the Investments & Wealth Institute™ in conjunction with the Wharton School of Business. Stephen's expertise includes advising clients on college education planning, family wealth management strategies, legacy and retirement planning, LGBT wealth planning, personal retirement income, and portfolio management services. His team works closely with professionals in the oil and gas industry to navigate retirement and equity compensation plans, emphasizing tax-efficient strategies such as net unrealized appreciation, tax loss harvesting, and Roth conversions. Residing in Tulsa, Stephen is married with three children. He enjoys gardening, spending time with his family, and traveling. Stephen and his team were named to the 2026 Forbes "Best-in-State Wealth Management Teams" list, reflecting their commitment to client service and professional excellence.

Jordan Kepford is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles in various companies, such as Prime Medical Spa and Anthropologie. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ralph Evans is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 40 years of experience providing advice and guidance to both institutions and individual clients across various financial needs. He holds a Bachelor's Degree from Eastern Illinois University and several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Ralph's expertise spans corporate benefits, institutional and corporate benefit services, institutional consulting, and employee financial health, among other areas. Beyond his professional work, Ralph is actively involved in his community. He serves on the Board of the Make-A-Wish Foundation of Oklahoma. His personal interests include fishing, gardening, and spending time with his family.

Christopher Riley is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on providing personalized wealth management strategies. He has over 15 years of experience in the financial services industry, having started his career as a derivative specialist and market maker on the floor of the American Stock Exchange with Susquehanna International Group. He later worked with healthcare-related investment banks managing institutional relationships involving research, trading, and derivative strategies. Christopher holds a Bachelor's Degree from the University of Pennsylvania and holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach centers on building enduring personal relationships by delivering exceptional service and employing a goal-oriented and disciplined wealth management process tailored to adapt to changing economic conditions. He is a lifelong resident of Morristown and actively volunteers with organizations such as Friends of Foster Fields. Outside of work, Christopher enjoys outdoor activities including skiing and golf, and he is involved in charitable activities as well as supporting his alma maters, Delbarton School and the University of Pennsylvania.

Steve Jelley is a Wealth Management Advisor at Merrill Lynch Wealth Management and a founding member of Jelley, Udrisky & Associates. He joined Merrill Lynch in 1990 and specializes in designing and implementing customized wealth management strategies for high net worth families, business owners, and retirees. Steve utilizes a Goals-Based Wealth Management approach to understand client needs and develop strategies aligned with their personal goals. Steve holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Consultant® (ChFC®). He is a qualified Portfolio Manager, providing traditional and discretionary advisory services. He earned a bachelor's degree from Oklahoma State University. Steve has received recognition for his work, including being named to the Forbes "Best-in-State Wealth Advisors" list for multiple consecutive years and inclusion on Barron's Top Financial Advisors list. He has served in various volunteer roles with organizations such as the American Heart Association, Jenks Public Schools, Oklahoma State University Foundation, and United Way. Steve also previously served on the Cedar Ridge Country Club Board of Directors.

Terry Collier is a Wealth Management Advisor with Merrill Lynch Wealth Management in Tulsa, Oklahoma. He has been with Merrill Lynch since 1990, following nine years of experience in Oklahoma banking. Terry holds a Bachelor of Business Administration degree with a concentration in management from the University of Oklahoma, where he was a member of the men’s golf team. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 1999 and holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With over 40 years in the financial services industry, Terry focuses on total wealth management and specializes in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. He applies a defined process with each client to understand their specific situations, establish objectives, develop appropriate strategies, provide recommendations, and regularly review progress toward financial goals. Terry works closely with clients to ensure that their financial plans align with their personal circumstances. Terry resides in Tulsa with his wife, Debra, and has two grown daughters who are also financial advisors and members of the CPL team. Outside of his professional work, he enjoys gardening, golfing, and hiking.

Andrea Tucker is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she specializes in delivering life simplification strategies to individuals and business owners. She focuses on creating tailored, goals-oriented financial strategies across multiple areas including college education planning, legacy planning, personal retirement planning, portfolio management, and investment strategy. Andrea holds both a Bachelor's degree and a Master's of Business Administration in Finance from Northeastern State University. She holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach combines intellectual resources from Merrill Lynch with a personalized, family office-like client experience, offering adaptable financial planning and intentional investment management. She is actively involved in her community, contributing to organizations such as Broken Arrow Neighbors, Junior Achievement of Oklahoma, Keep Broken Arrow Beautiful, Northeastern State University, Pet Adoption League, and Special Olympics.

James Aldag is a financial advisor with Merrill based in Tulsa, OK. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with Merrill Lynch Pierce Fenner & Smith Inc since 2003 and with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Scott Mullins is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting healthcare professionals and business owners in building, protecting, and transitioning their wealth. He brings over 20 years of experience working with clients across the country, focusing on areas such as retirement planning, wealth preservation, family priorities, and long-term financial goals. Scott is a Certified Exit Planning Advisor (CEPA®), offering strategic guidance to business owners on business value, succession, and aligning business and personal financial objectives. Scott holds a Bachelor's Degree from Cameron University and a Master's Degree from The University of Oklahoma. He also holds the Personal Investment Advisor (PIA) designation and is proficient in English and Spanish. His professional affiliations include memberships in the Oklahoma Rehabilitation Council, Phi Delta Theta, and Sooner Rotary. Scott is active in community organizations such as AMBUCS, DRS Business Advisory Council, the Epilepsy Foundation of Oklahoma, Junior Achievement Organization, Oklahoma Rehabilitation Council, and Rotary International. Scott's approach integrates investment research and wealth management resources from Merrill Lynch, alongside banking solutions from Bank of America, to help clients coordinate vital aspects of their financial lives. He is committed to developing customized strategies aimed at helping clients pursue what matters most to them, with a focus on flexibility to adapt to changing market conditions.

Dylan Hammond is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their unique life priorities and designs personalized wealth management strategies to help them pursue their long-term financial goals. Dylan's approach focuses on developing one-on-one financial plans that align with each client's individual values and vision for the future. Born and raised in Tulsa, Oklahoma, Dylan earned both his Bachelor's degree in Finance and Accounting and his Master of Business Administration from Oklahoma State University. His educational background supports his expertise in analyzing financial strategies and providing thoughtful guidance. Dylan holds the Personal Investment Advisor (PIA) designation. In addition to his professional work, Dylan enjoys an active lifestyle including basketball, biking, camping, hiking, rock climbing, running marathons, scuba diving, swimming, and traveling. His commitment to preparation and long-term growth reflects both in his personal pursuits and his approach to financial advising.

Mark Ingram is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Tulsa, Oklahoma. He has been with the firm for over 40 years and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his role, Mark provides financial advice and guidance based on established investment and planning principles, focusing on building enduring relationships with individuals, families, and small businesses. He assists clients in various financial areas, including retirement planning, college education planning, family wealth management, legacy planning, and special needs planning strategies. Mark is also a qualified Portfolio Manager, managing personalized or defined investment strategies on a discretionary basis. His expertise and client service have been recognized with multiple honors, including placement on the Forbes Best-in-State Wealth Advisors list and Barron's Top 1200 Advisors for several consecutive years. Mark holds a bachelor's degree from the University of Tulsa and a high school diploma from Bishop Kelley. Outside of his professional work, he is involved with the Porsche Club of America and contributes to the Park Church Car Ministry, where he helps repair cars for widows and individuals who cannot afford repairs. His personal interests include basketball, bowling, cooking, fishing, football, golfing, swimming, table tennis, and spending time with his family.

Kyle Ingram is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2011, working alongside his father, Mark Ingram, and business partner, Jim Aldag. Together, they assist families through multiple generations, helping them navigate financial decisions and plan for retirement and other goals. Kyle's expertise includes college education planning, personal retirement planning, portfolio management services, and special needs planning strategies. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree in Business Administration with a focus on Entrepreneurship from Oklahoma State University. Outside of his professional work, Kyle is involved with the Oklahoma Foster Care community and is a member of the John 3:16 organization. His personal interests include adventure sports, camping, gardening, genealogy, horseback riding, music, and watching movies.

Lindsey Collins is a Series 66 credentialed advisor at Merrill with 19 years of experience at the firm. Based in Tulsa, OK, Collins also serves as secretary and board member for the Cherokee Nation J O' (JOM) program, which supports academic and cultural education opportunities for Native children. 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, pension plans, corporations, and charities.

Vallie Carney is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. She has been with Merrill since 2012. 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 various institutional investors.

Jessica Powers Helms is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2011 and also has experience at Bank of America, N.A. since 2025. 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, pension plans, corporations, and charitable organizations.

Ashton Gunter is a Senior Financial Advisor based in Tulsa, Oklahoma, associated with Merrill Lynch Wealth Management and a member of CPL Wealth Management & Associates. She specializes in working with wealthy families to address their complex financial needs, focusing on family wealth management strategies, legacy planning, personal retirement planning, and values-based, socially responsible, and ESG investing. Ashton also dedicates efforts to supporting women in wealth management. She began her career at Merrill Lynch Wealth Management in 2015 after earning a Bachelor of Science degree in Finance from Oklahoma State University. Ashton holds the Professional Investment Advisor (PIA) designation, reflecting her commitment to professional development. Outside of her advisory role, Ashton served as president of Merrill's Tulsa Women's Exchange Chapter for six years and contributes to communities through involvement with organizations such as Junior Achievement and Special Olympics. She enjoys golfing, music, reading, and spending time with her family.

Casey Harrah is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Casey focuses on developing personalized wealth management strategies tailored to the individual financial goals and needs of clients. They provide access to Merrill's investment insights and the banking and lending solutions offered by Bank of America. Casey holds the Professional Investment Advisor (PIA) designation and completed high school at Heritage Hall. Committed to community involvement, Casey participates in local volunteer efforts consistent with Merrill's tradition of engagement within the communities it serves.

Donald Lehman is a Wealth Management Advisor and co-senior partner at the MLCS group at Merrill Lynch Wealth Management in Tulsa, Oklahoma. He serves a select group of high-net-worth individuals, families, business owners, and corporate executives. Don brings decades of experience in financial services, having begun his career in 1986 and held various positions providing diverse perspectives on financial markets and wealth management. Over his career, Don has served as a FINRA arbitrator for more than 20 years. His team has been recognized by Forbes as a top 100 High Net Worth Team nationally in 2022 and 2023. Don has been named multiple times to Barron's Top Financial Advisors in America, including to the Top 10 in Oklahoma, and has been recognized in Forbes Best-in-State Wealth Advisors lists from 2018 through 2025. He was also named among The Financial Times' top 400 Financial Advisors in 2015 and 2016. Don holds a bachelor's degree from the University of Oklahoma and an MBA from the Cox School of Business at Southern Methodist University. He has professional designations as a Certified Divorce Financial Analyst and a Personal Investment Advisor. Don has been actively involved in the community, serving on finance committees for organizations including Saint John's Episcopal Church and University of Oklahoma Beta Theta Pi, as well as board membership with the HOW Foundation and the Tulsa SPCA. In 2015, he was appointed by the Governor of Oklahoma to the Professional Responsibility Tribunal for the Oklahoma Bar Association. He enjoys traveling, sports, and spending time with his family, including four children and a granddaughter.

Andrew Stemm is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2024. He holds bachelor's degrees in Accounting and Finance from Oklahoma State University. Andrew specializes in assisting individuals and families with long-term financial planning, focusing on family wealth management strategies, legacy planning, personal retirement planning, and tax minimization. His approach emphasizes personalized strategies that align investments with clients' long-term goals while incorporating tax-aware investing techniques such as tax-loss harvesting and Roth conversions. Andrew partners with clients to integrate multiple income and asset sources into diversified retirement portfolios, aiming to proactively manage risk and maintain flexibility as clients' priorities evolve. Outside of his professional work, Andrew enjoys golfing, hiking, reading, running, and spending time with his family.