Ryan Jamaleddine is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients build confidence in their financial future through a personalized and educational planning process. His areas of expertise include investment management, tax-efficient planning strategies, wealth transfer planning, and providing banking and lending solutions through Bank of America. Ryan works with clients to develop comprehensive financial strategies that align with their goals and values. Every client relationship begins with the Merrill Personal Wealth Analysis®, a comprehensive planning tool designed to help organize, manage, grow, and preserve wealth. He emphasizes listening to client priorities, maintaining accessibility, providing informed perspective, educating clients to empower decision-making, and collaborating with clients' other trusted professionals. Ryan holds a Bachelor's Degree from the University of Oklahoma and is a Personal Investment Advisor (PIA).

Shari Campbell is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Cummings is a financial advisor with Merrill in Tulsa, Oklahoma, holding a Series 66 designation and 26 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she is co-owner of The Riders Rack, a mobile tack business supporting her daughter’s equestrian activities. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amber Collier is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2013 and is part of the CPL Wealth Management & Associates team. Amber focuses on portfolio planning and wealth management strategies, supporting clients in college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. Growing up in a family that spans multiple generations in the financial advisory business, Amber brings a perspective on building, protecting, and passing on wealth. She emphasizes clear, honest communication and works closely with clients to develop personalized financial strategies aligned with their goals. Amber holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A Tulsa native, Amber earned both her Bachelor's of Science in Business Administration in Finance and her Master's in Business Administration from the University of Tulsa. She is involved in her local community through the Junior League of Tulsa, Inc., and enjoys dancing, reading, and spending time with family.

Steven Udrisky is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a founding member of Jelley, Udrisky & Associates and joined Merrill Lynch in 2005. His role focuses on providing advice and guidance to individuals, families, and organizations on retirement planning, education funding, wealth transfer, and preservation strategies. Steven coordinates all aspects related to retirement plan clients, including plan operations, administrative procedures, investment committee liaison, and participant communication and education. Steven holds multiple professional certifications including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Certified 401(k) Professional (C(k)P®), and others. He earned an MBA in Marketing from Oklahoma State University and holds a bachelor's degree from Southeastern University. His expertise includes managing risk in investment portfolios and developing cash flow strategies. In addition to his professional work, Steven is active in volunteering with organizations such as Special Olympics, Route 66 Marathon, youth soccer, and the MS Society. He lives in Broken Arrow with his wife, Jolene, and their two children.

Daniel Beisiegel is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and over 21 years of industry experience. He has been affiliated with Merrill Lynch since 2008 and Bank of America since 2009. Outside of his advisory work, he serves as an elder and committee member at RiverOaks Presbyterian, a charitable organization in Tulsa. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lynnette Busenburg Hill is a financial advisor with Merrill based in Tulsa, Oklahoma. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Her career includes two prior tenures at Merrill and a period at UBS Financial Services. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Blake Sneed is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Lance Franczyk, and Summit Financial Group. 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 and profit-sharing plans, corporations, and charitable organizations.

Stephen Dunaway is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 1998 and holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) certification. Stephen earned a Bachelor's Degree in Finance from the Oklahoma State University System and completed the Accredited Certificate Program from the College for Financial Planning. Stephen focuses on assisting clients with investment strategies, tax minimization, retirement planning, insurance, and estate planning services. His client areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, and both individual and corporate investment strategies. Outside of his professional role, Stephen values spending time with his wife and two children. His personal interests include cooking, fishing, football, gardening, golfing, traveling, and volunteering with community organizations.

Robert Connor is a Wealth Management Advisor at Merrill Lynch Wealth Management in the Tulsa, Oklahoma office. He provides customized wealth management strategies and services tailored to a select group of clients, focusing on their unique needs, goals, and values. His services include tax-efficient and risk-managed investment planning and management, asset preservation, wealth transfer planning, and philanthropic planning and management. Robert's expertise encompasses divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, and tax minimization. He works with individuals, families, businesses, foundations, endowments, and Native American tribes and tribal enterprises. He holds a High School Diploma from Tahlequah High School, a Bachelor's Degree from Cornell University, and both a Master's Degree and Doctorate from the University of Oklahoma. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC).

Joel Christner is a Financial Advisor with Merrill Lynch Wealth Management, joining the Jelley, Udrisky & Associates group in 2022. He works alongside a team of industry professionals to provide a broad range of wealth management services, including investing, banking, and lending, supported by the resources of Merrill Lynch and Bank of America. Joel's responsibilities include fostering new client relationships and adopting a comprehensive approach to wealth management planning for individuals and families, particularly affluent families, business owners, and high net worth individuals. Joel began his career in financial services as a Wealth Management Intern with Merrill in 2021. He holds a Bachelor's Degree in Finance and Accounting from Oklahoma State University. His expertise encompasses areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA) and Personal Investment Advisor (PIA). Outside of his professional role, Joel is involved with community organizations including Catholic Charities of Eastern Oklahoma, Tulsa Boys Home, and United Way. He enjoys spending time with family and friends, playing golf, and traveling.

Matthew Monger is a Sales Manager and Wealth Management Advisor at Merrill Lynch Wealth Management. He has dedicated his career to simplifying wealth management for clients, guiding them through various economic cycles, including four recessions and prosperous times. His financial expertise encompasses areas such as college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, as well as sports and entertainment. Matt holds bachelor's degrees in Business Marketing and Business Management, as well as an MBA in Finance from Oklahoma State University. During his time at Oklahoma State, he also played on the football team and later pursued a professional football career with the New York Jets and the Buffalo Bills. In 1989, he began working with Merrill Lynch while still playing football and transitioned to a full-time wealth management role following his retirement from the NFL. He holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Throughout his career, Matt has received recognition such as being named to Barron's Top 1,000 and Top 1,200 Financial Advisors lists multiple times from 2009 through 2025, and Forbes Best-in-State Wealth Advisors list from 2018 through 2025. He resides in Tulsa with his wife Karis and their three children: daughters Miah and Nora, and son Caden. Matt is involved in the NFL Players Association and participates in community activities including Bible study and public speaking.

Katherine Stephens is a Wealth Management Advisor with Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA) who has been serving clients since 2000. Her work involves comprehensive family-office–style wealth management, including investment management, financial planning, tax-aware strategies, philanthropic guidance, and values-aligned solutions such as faith-based investing. Katherine partners closely with Merrill specialists in trust and estate planning, lending, and investment strategy to provide coordinated and holistic advice. She specializes in helping clients navigate major life transitions, including business sales, divorce, retirement, and inheritance, and supports families in building intentional, multigenerational wealth strategies. Katherine's client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, women and wealth, tax minimization, and retirement income. Katherine earned a Bachelor's Degree from Southeastern Oklahoma State University. She is actively involved in the Tulsa and Bixby communities, volunteering with organizations such as the Bixby Education Endowment Foundation, Community Food Bank of Eastern Oklahoma, John 3:16 Mission, LifeChurch, Mental Health Association of Oklahoma, and Victory Church. Outside of work, she enjoys spending time with her husband and children, reading, exercising, and activities related to water.

Bradley Wisecup is a financial advisor with Merrill in Tulsa, OK, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Merrill since 2019 and previously spent four years at Charles Schwab, including one year at Charles Schwab Bank. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie Chappell Morgan is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on educating clients about the importance of financial soundness and the various ways to save and plan for the future. Stephanie draws on her personal experience guiding family and friends with retirement planning to inform clients about planning risks and financial strategies. Stephanie grew up in a hard-working, entrepreneurial family in Talala, Oklahoma. She graduated from Oklahoma State University and began her career as a Marketing Executive for the World Racing Group in North Carolina. She later transitioned to financial services with Merrill Lynch, starting as a Market Executive Assistant and advancing to assist in managing several offices in Arizona. Her areas of expertise include college education planning, family wealth management, legacy planning, and retirement income. Stephanie serves on the board of the Steve King Foundation, a non-profit supporting racecar drivers and track personnel affected by injury, illness, or death. She continues to engage with the motorsports industry and enjoys racing, spending time at the lake, and traveling with her husband Brent and their three children. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations.

Derrick Green is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2016. 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. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Adam Berlien is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that address comprehensive wealth and legacy planning, catering primarily to families with multi-generational wealth. Adam serves as a liaison for his affluent clients, coordinating with accountants, attorneys, and beneficiaries to ensure cohesive financial management. Adam has over 20 years of experience in the financial industry, bringing expertise in investments, banking, and lending. He joined Merrill Lynch Wealth Management in 2014 after graduating from Purdue University. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Adam and his wife are active in their community. They support their three school-aged children in athletics and music and are involved in youth sports organizations, including Bixby Youth Baseball, Basketball, and Football.

Timothy Lawrence is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with corporate executives, business owners, and clients in sports and entertainment. His focus areas include executive compensation, LGBT wealth planning, individual and corporate investment strategy, and the complexities of transitioning business equity and retirement savings into comprehensive financial plans. Tim holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree in business from the University of Arkansas System. Tim joined Merrill in 2018 after more than a decade in the financial services industry, with prior experience at Morgan Stanley Smith Barney and JP Morgan Chase. Outside of his professional work, Tim is involved in community activities such as coaching Little League Baseball and Softball and volunteering with A Woman's Work, an organization supporting women in need. He enjoys baseball, biking, fishing, rock climbing, skiing, and spending time with his family.

John Frost is a financial advisor at Merrill with 47 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes a long tenure at Merrill since 1979 and concurrent work with Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Gina Arnold is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch since 2010. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.