Daniel Bond is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was self-employed for four years and held positions at SunRich Fresh Foods, Fresh Food Group, and Kagome USA from 2015 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

David Bush is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 12 years of industry experience. He worked at Cetera Advisor Networks LLC for nine years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Ashley Cutshall is a financial advisor with LPL Financial based in Tulsa, OK. She holds the CFP® designation and Series 66 license, and has 11 years of industry experience. Her prior roles include positions at Morgan Stanley and Arvest Asset Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm supports various investment approaches including model portfolios, third-party subadvisors, and customized strategies, and integrates technology tools to assist advisors with operational and research functions.

Hugh Thompson is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds the Series 66 designation and is based in Tulsa, OK. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Daniel Bickerstaff is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Tulsa, OK since 2020. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of Lapis Enterprises of Oklahoma Inc., the legal entity for his Ameriprise team practice. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports and a wide range of advisory, brokerage, and insurance solutions.

Douglas Vangilder is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at LPL Financial and Avb Bank since 2011 and previously served at Legend Advisory, LLC and Investment Centers of America, Inc. He also operates AVB Financial Services, a business associated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Seely is a financial advisor with UBS Financial Services in Tulsa, Oklahoma, holding a Series 63 designation and 38 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Brian Bizjack is a Series 66-licensed financial advisor with LPL Financial, based in Tulsa, OK, and has nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for nine years. Brian took a one-year hiatus as a stay-at-home parent prior to joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Jeffrey Roberts is a financial advisor with Edward Jones in Tulsa, OK. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at several firms including SRS Solutions, LLC and Tower Engineering Professionals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds.

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.

Christopher Mc Keown is a financial advisor with Ameriprise in Tulsa, OK, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a minority owner of Oak Tree Premier Management Services, LLC, a business unrelated to investment activities. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cinamon Demuth is a CFP®-designated financial advisor with Edward Jones, based in Tulsa, OK, and has 19 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Lee is a financial advisor at Edward Jones in Tulsa, OK, with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His career background includes roles at Raymond James Financial and the Swinehart Insurance Agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Sarah M. Bell is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC and Kendra Scott. She is also a commissioned notary in the state of Oklahoma. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and portfolio management.

Craig Loney is a financial advisor with LPL Financial in Tulsa, OK, holding a ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience and has worked at several firms, including Bancfirst, Phillips Capital Advisors, T. S. Phillips Investments, and PRUCO Securities. There are no notable outside business activities reported. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Dylan Hammond is a Financial Advisor at Merrill Lynch Wealth Management. He serves clients by providing tailored financial planning and investment management strategies. As a Personal Investment Advisor (PIA), Dylan applies his expertise to assist individuals and families with wealth management. Outside of his professional role, Dylan has a variety of personal interests including basketball, biking, camping, hiking, rock climbing, running and running marathons, scuba diving, swimming, and traveling.

Mark Ingram is a Wealth Management Advisor with Merrill Lynch Wealth Management in Tulsa, Oklahoma. With over 40 years of experience at Merrill Lynch, he provides comprehensive financial advice and guidance to individuals, families, and small businesses. Mark works closely with a team of specialists to assist clients in all aspects of their financial lives and serves as their primary point of contact. He is also a qualified Portfolio Manager, managing personalized or defined investment strategies, including individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment approaches, which may be managed on a discretionary basis through the firm's Investment Advisory Program. Mark holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ designation, and the Certified Plan Fiduciary Advisor® credential. He earned his high school diploma from Bishop Kelley and a bachelor's degree from the University of Tulsa. His expertise encompasses retirement income planning, legacy planning, family wealth management, and several other client-focused financial strategies. Recognized for his professional achievements, Mark has been named to Forbes' Best-in-State Wealth Advisors list and Barron's Top 1200 Advisors multiple times. He is active in the community through his involvement with the Park Church Car Ministry, which repairs cars for widows and individuals who cannot afford vehicle repairs. In his personal time, Mark enjoys basketball, bowling, cooking, fishing, football, golfing, swimming, table tennis, and spending time with his family. He is also a member of the Porsche Club of America.

Cole Kidwell is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, he worked at Murray Land Services LLC for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and services, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Laura Leslie is a financial advisor with Osaic Wealth Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Primerica Advisors and Primerica Financial Services and has a background that includes five years at Life.Church. Leslie also serves as a registered assistant for Financial Builders LLC, supporting office operations and client account activities. Osaic Wealth Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services, financial planning, and access to various managed account platforms. The firm utilizes asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Jerold Ross is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tulsa, Oklahoma, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, Ross owns and maintains a chapel used for weddings and funerals and is involved in property development near a lake. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports advisory programs through a large network of advisors.