Lindsey Waffle is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized wealth management strategies that align with her clients' unique financial goals. Lindsey focuses on areas including college education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, and services tailored for defined benefit and contribution plans. With years of experience in the financial industry, Lindsey is dedicated to helping individuals and businesses navigate their financial journeys through clear communication, proactive planning, and long-term relationships. She holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Lindsey earned her High School Diploma from East Central High School. Outside of her professional role, Lindsey is involved with the Bixby Central Elementary PTO and the Bixby Metro Chamber of Commerce. She enjoys antiquing, baseball, camping, reading, spending time with her family, and traveling.

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.

Jason Sims is a financial advisor with Edward Jones in Broken Arrow, OK, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Lushin LLC, a property management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Hannah Lee is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she held roles in various companies including Oklahoma Chiller Corporation and Cyclebar Tulsa. Outside of her advisory work, she is also a cycling coach at League Indoor Cycling, where she conducts indoor cycling classes and engages with the community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and investment products, operating under a fiduciary standard with a large nationwide network of advisors and branches.

Timothy Gold is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory role, he has served as an executor of an estate since 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals. The firm integrates institutional trading capabilities with wealth management and offers a broad range of financial products and services.

John Johnston is a financial advisor with Wells Fargo Clearing in Tulsa, OK, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at BOK Financial Securities, Inc. and BOKF, NA for 16 years. He serves on the Finance Advisory Council at Oklahoma Christian University, providing feedback on student investment recommendations. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, with an IPS-driven advisory process grounded in modern portfolio theory. The firm provides both non-discretionary and discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Tanya Butler is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory work, Tanya is an independent beauty consultant with Mary Kay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Lawrence Cornwell Jr. is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Mark Hahn is a financial advisor with Cetera holding a Series 66 designation and 10 years of industry experience. He has worked at Cetera and its affiliate firms since 2016 and previously spent five years at Voya Financial Advisors. Outside of his advisory work, Hahn owns and operates an expense management business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Cheryl Palmiter Ekaitis is a financial advisor with UBS Financial Services in Tulsa, Oklahoma. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., Merrill, and Consolidated Fabrication and Constructors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances, while combining institutional trading capabilities with wealth management services.

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.

Kristopher Wright is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Hines Securities, Inc., Richemont, and Apple Inc. He is based in Tulsa, OK. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management delivered by a network of advisors who use proprietary research and model-based allocations tailored to client goals and risk tolerances.

Jeffrey Schuman is a financial advisor at Raymond James Financial with five years of industry experience. He previously worked at Grant Thornton and was affiliated with Oklahoma State University early in his career. Schuman is a Series 66 license holder and is also employed as an associate at The Advsors, a support company outside of investment-related activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports consulting and portfolio management through a large advisor network.

Norman Fisher is a financial advisor with UBS Financial Services in Tulsa, OK, holding a Series 63 designation and bringing 46 years of industry experience. His career includes 17 years at UBS and 17 years at Morgan Stanley entities prior to that. He serves on the Board of Directors for The First Tee of Tulsa, a nonprofit organization that provides youth educational programs through golf. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering both discretionary and non-discretionary portfolio management.

Terrell Pohlmeier is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he serves as the treasurer for Boy Scouts Pack 903, managing the pack’s funds. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, combining proprietary research and model-based asset allocation to tailor financial plans to clients’ goals and risk tolerances.

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.

Kenneth Giager III is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently affiliated with Cetera and has held roles at Cetera Wealth Services, Gierer Wealth Management, First Financial Equity Corporation, and Arvest Wealth Management. Outside of his advisory work, he serves as president of Giager Wealth Management, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform, enabling advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Ann Marie Mcriley is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

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.