Bradley May is a financial advisor with Merrill based in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2017, he worked at CVS Health from 2015 to 2017. He serves as a board member and co-secretary of the Owasso Rams Baseball Booster Club, supporting the local baseball program. 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 charitable organizations.

Braden Ward is a Financial Advisor at Merrill Lynch Wealth Management, joining the firm in 2022 and becoming part of his current team in January 2024. He serves clients by focusing on understanding their unique ambitions and creating personalized strategies that align with their financial goals and priorities. Braden's approach emphasizes clear communication, helping clients navigate life's transitions such as retirement planning, career changes, and wealth management with tailored guidance. He has expertise in areas including college education planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, sports and entertainment, tax minimization, and retirement income. Braden leads his team's business development efforts and establishes relationships with affluent individuals and families to leverage his team's knowledge in financial markets and planning. Braden earned a Bachelor of Business Administration in Finance from Oklahoma State University. He holds the Personal Investment Advisor (PIA) designation. Outside of work, he enjoys fishing, pickleball, swimming, traveling for sporting events, preparing for fitness challenges, and spending time outdoors with his fiancée and their two dogs.

Kreg Callery is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Tulsa, Oklahoma. He began his career in financial services in 2006 after retiring from the U.S. Marine Corps, where he served in Operation Iraqi Freedom in 2003. Kreg joined Merrill Lynch in 2012 and focuses on advising business owners, executives, and multi-generational families on strategies to grow, preserve, and transfer their wealth effectively. Kreg employs a systematic and disciplined wealth management planning process to help clients articulate their financial goals, values, and aspirations. He assists clients in navigating retirement benefits and compensation programs, as well as planning for significant life events such as career transitions, retirement, business transactions, marriage, divorce, and inheritance. He also has experience working with captive insurance companies, providing guidance and investment recommendations tailored to each captive's risk framework. Kreg holds an Associate's degree in biology from Eastern Oklahoma State College and a Bachelor's degree from Oklahoma State University. He has earned several professional designations, including the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). He resides in Tulsa with his wife, Madilyn, and their four children. In his free time, he enjoys playing golf.

D Kurt Morgan is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the MLCS Group. With more than 40 years of industry experience, he provides comprehensive wealth management strategies tailored to clients' individual goals and values. Kurt's approach spans every stage of the financial life cycle, with a particular emphasis on generational wealth transfer. His expertise includes equities, government and municipal bonds, cash management, and institutional money management services. Earlier in his career, he served as the municipal bond coordinator in the Tulsa office, gaining specialized knowledge in individual security selection. Kurt has been recognized for his professional achievements, including being named to Barron's "Top 1,200 Financial Advisors" in 2021 and 2022, and the MLCS Group's inclusion in Forbes' "America's Top Wealth Management Teams High Net Worth" list in 2024. A lifelong resident of Tulsa, he is a graduate of Oklahoma State University with a degree in finance and economics. Kurt holds the Personal Investment Advisor (PIA) designation and remains actively involved in the ALS Therapy Development Institute, contributing through fundraising, event planning, and organizing. Outside of his professional and community commitments, he enjoys golfing, traveling, and spending time with his family.

James Shannon is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1986, as well as Bank of America since 2009. He serves as co-trustee of the Shannon Family Living Trust in Norman, Oklahoma. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peyton Henry is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide financial guidance tailored to their unique goals and priorities. His role focuses on helping clients navigate important financial decisions and develop strategies aligned with their values and long-term vision. His areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Peyton emphasizes building lasting relationships through open communication and attentive service. Peyton holds a Bachelor's Degree from Midway University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in baseball, golfing, running, and traveling.

Edna Hird is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she focuses on relationship management and new business development. With a career that began in the legal field, Edna brought her experience in helping individuals resolve financial issues to her role at Merrill Lynch, which she joined in 1998. Her areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Edna emphasizes a personalized approach to financial advising, working closely with clients to understand their unique situations and goals. Edna holds a High School Diploma/GED from Labette Community College and a Personal Investment Advisor (PIA) designation. She is involved in several community organizations, including A New Leaf, Alzheimer's Association, Community Food Bank Eastern Oklahoma, First Serve, and Special Olympics. Outside of her professional and community activities, Edna enjoys cooking, spending time with her family, and playing tennis.

Charles Maloy is a financial advisor at Merrill in Tulsa, OK, with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1999, alongside concurrent service at Bank of America since 2019. Outside of his advisory role, he serves as an executor for a fiduciary entity in Owasso, OK. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Megan Medders is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at TTCU Federal Credit Union and holds a consultancy role with Geronimo Productions, a family-owned video production company specializing in rodeo content. 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 a range of clients including individuals, high-net-worth investors, and institutional accounts.

Katherine Beckham is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Merrill since 2011. Outside of her financial advisory role, she serves as a music leader at the Church of St Mary in Tulsa, Oklahoma. 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.

Morgan Martin is a Wealth Management Advisor and Merrill Institutional Consultant at Merrill Lynch Wealth Management. He provides wealth management and advisory services to both individuals and institutions, including emerging investors, retired professionals, and organizations through corporate retirement plans and institutional financial strategies. He focuses on education and behavioral finance to support thoughtful decision-making and sustainable wealth outcomes. Morgan holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation. As a Designated Merrill Institutional Consultant, he provides consulting services to institutions, companies, 401Ks, pension plans, non-profits, and family offices. He is a partner in the MLCS Group at Merrill, which has been ranked #1 in Oklahoma for four years on the Forbes "Best-In-State Wealth Management Teams" list. The team brings expertise in retirement planning, asset management, defined benefit plans, derivatives, wealth transfer, philanthropic strategies, and employee stock option plans. A graduate of the University of Oklahoma, Morgan studied finance, international business, and Chinese. As a lifelong resident of Tulsa, he is actively involved in the community, serving on the boards of the Crosstown Learning Center and the Cascia Hall Alumni Association. Outside of work, he competes in triathlons and endurance events and spends time with his wife, Macey, and their children, Maguire and Miller.

Ethan Udrisky is a Financial Advisor at Merrill Lynch Wealth Management, where he joined Jelley, Udrisky & Associates in June 2023. He provides comprehensive wealth management services by developing personalized financial strategies tailored to clients' individual and family needs, adapting to changing market conditions. Ethan leverages the investment insights of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives. He works with individuals, families, professionals, and small business owners seeking practical and clear financial guidance. His expertise includes retirement planning, investments, long-term care, legacy decisions, education planning, family wealth management, employee financial health, managing new wealth, portfolio management, small business strategies, sports and entertainment finances, tax minimization, and retirement income. Ethan holds a Bachelor's Degree in Finance from Oklahoma State University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys spending time with family and friends, playing golf, working out, and traveling.

Lindsay Rodgers is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and previously was employed at Bank of America. Prior to her financial services career, she spent 12 years at Cascia Hall Preparatory School. 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, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Prather is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 1993 after graduating from Tulane University with a Bachelor of Science degree in Management from the A.B. Freeman School of Business. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®, Chartered Retirement Planning Counselor™, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Daniel specializes in complex financial planning issues such as wealth management strategies, estate planning services, retirement income planning, education planning, socially responsible and values-based investing, tax minimization, and portfolio management. He incorporates insurance, annuities, estate planning services, and offers access to Bank of America’s lending services to assist clients in pursuing their financial goals. In addition to his professional work, Daniel has been involved in community service through roles such as Assistant Boy Scout Leader and board memberships with the Tulsa Advocates for the Protection of Children, March of Dimes, the Tulsa Historical Society, and the Indian Nations Council. He and his wife Ellen have four sons engaged in Boy Scouts and competitive tennis. Daniel also enjoys camping, fishing, photography, and spending time with his family.

Garrett Jelley is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Jelley, Udrisky & Associates team. He joined Merrill Lynch in December 2021 after graduating from Oklahoma State University with a Bachelor in Business Administration, majoring in Finance. In his role, Garrett focuses on building new relationships and addressing the financial needs of affluent families, business owners, and high net worth individuals. He specializes in developing customized wealth plans and strategies tailored to each client's specific investment objectives. Utilizing the Goals-Based Wealth Management (GBWM) approach, Garrett provides advice and guidance aligned with clients' financial goals. His expertise includes formulating and managing personalized investment strategies that may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. His client focus areas include college education planning, employee financial health, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Garrett holds professional designations as an Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He has been involved with the Sigma Nu Fraternity during his time at Oklahoma State University and has served as the Philanthropy Event Chairman for the Temple Classic. Outside of work, Garrett enjoys golfing, spending time with his family, traveling, and writing.

Jonathan Christensen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional dedicated to assisting clients in achieving their financial objectives and aligning their finances with their life goals. With over 16 years of experience working at prominent financial firms across the country, Jonathan specializes in areas including Family Wealth Management Strategies, Legacy Planning, Retirement Income, Philanthropic Planning, and Socially Responsible Investing. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Jonathan earned his Bachelor's Degree from Christian Life College and obtained his MBA from Regent University. Outside of his professional role, he is involved with Life Senior Services and enjoys spending time with his family, traveling, boating, and cooking.

Josephine Concannon is a Financial Advisor at Merrill Lynch Wealth Management, specializing in serving affluent individuals and families. She holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations and focuses on creating customized strategies to protect, preserve, and grow multi-generational wealth. Prior to becoming a financial advisor, Josephine spent six years in corporate consulting in Chicago, developing strategic thinking and problem-solving skills. She holds dual bachelor's degrees in International Business and Human Resource Management from the University of Oklahoma. She is actively engaged in the Tulsa community and is a member of Leadership Tulsa's 73rd class. Josephine was born and raised in Tulsa. She and her husband, Mike, recently welcomed their daughter, Dottie. Outside of work, she enjoys cooking, pickleball, reading, spending time with family, tennis, traveling, and yoga.

Jordan Walters is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2022. Prior to that, he held multiple roles at Arvest Wealth Management and Arvest Bank between 2016 and 2022. 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.

Alan Ford is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he recently marked his 50-year tenure. Since beginning his career in 1973, Alan has provided financial guidance to multiple generations of families, helping them navigate various life stages and market cycles. He leads his team’s efforts in developing and overseeing fixed income portfolios and has expertise in portfolio hedging and corporate cash management. Alan holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree from Missouri Southern State University and a Master's degree in Business from Pittsburg State University. He previously served as President of both the Tulsa Financial Planning Association and the University of Tulsa Friends of Finance. Outside of his professional work, Alan values spending time with his children and grandchildren, and he enjoys activities such as boating, running, and skiing.

Benjamin Culver is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2001 and has worked with a diverse client base including professionals, entrepreneurs, and executives. His focus areas include education planning, liquidity management, and retirement income. Benjamin provides expertise in wealth transfer, philanthropy, and estate planning. He often assists retirees in designing personalized retirement plans. His knowledge of concentrated equity positions helps corporate executives identify strategic financial options, and he also manages proprietary portfolios for the MLCS Group. He holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated with a Bachelor's Degree in Business Management from Oklahoma State University. In addition to his professional duties, Benjamin is involved with the Boy Scouts of America and the Sigma Chi Fraternity. He enjoys camping, golfing, and reading in his personal time.