Kyle Canida is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2022, he worked at Woodmen Financial Services, Inc. and Woodmen Of The World Life Insurance Society from 2020 to 2022. Before entering the financial sector, he served at the Oklahoma Bureau of Narcotics for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated mutual funds through a nationwide network of over 23,700 financial advisors.

Richard Benson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at various firms including First Allied Advisory Services and has been involved with Benson Financial Services, Inc. since 1998. Outside of his advisory work, he is a part-owner of Mc Heritage, LLC, a farmland rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and authorities.

Keilee Martin is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. She previously operated a photography business, Kei 2 Photography, in Broken Arrow, OK. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

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.

Travis Cambern is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2011 and has operated his own advisory business since 2006. 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 portfolio programs, and institutional platforms, with a focus on customizable strategies supported by research and technology tools.

Spencer Carlin is a financial advisor with UBS Financial Services in Tulsa, OK, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, he worked at Compass Pointe Financial, Cherokee Nation, Tradehome Shoes, and Bixby Public Schools. He is involved with World Baseball Outreach, providing baseball lessons to inner-city children and at-risk youth in Tulsa. 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 plans based on clients’ goals and risk tolerances.

Paul Wilson is a financial advisor with LPL Financial in Broken Arrow, OK, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. Prior to joining LPL Financial in 2008, he worked at Raymond James Financial Services for eight years. 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 portfolio programs, third-party asset management, and institutional platforms.

Noel Bennett is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at OSAIC since 2015. Prior to that, he was affiliated with Cetera Advisors LLC and has operated his own financial services and insurance businesses. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm uses various asset-allocation tools and supports discretionary and non-discretionary account management with portfolios including stocks, bonds, mutual funds, ETFs, and alternative investments.

Marcos Rivero is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and with 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of his advisory role, he is a passive partner in Livefire, LLC, a technology company focused on firearms training, and a co-owner of A New Way. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Bridgette Nehring is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and over 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2005. Outside of her advisory role, she owns The Uncommon Movement LLC, a business formed for Primerica purposes, and also manages a family management company, Nehring & CO, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap fee structure rather than fixed fees.

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.

James Fortune is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for 23 years. Outside of his advisory role, he consults on general financial literacy and education. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars with a structured, collaborative approach using firm-approved analytical tools.

Daniella Faber is a Series 66-licensed advisor at OSAIC with less than one year of industry experience. Her prior roles include positions at BOK Financial and DP Financial & Tax, Inc., as well as work with Oral Roberts University and Meiya Jewelry. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and third-party platforms to construct and manage diverse portfolios for individual and institutional investors.

Lee Wadkins III is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Principal Securities Inc. and Principal Life Insurance Company. Wadkins also operated Orvis & Wadkins Financial Advisors, LLC for over a decade in addition to his current role. 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 and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Terri Havenstrite is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior experience includes roles at BOK Financial Securities and First Allied Securities. She is also a certified Oklahoma Notary Public. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

David Guier is a financial advisor with Wells Fargo Advisors in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, and specialized areas such as business-owner transition and special-needs analysis. The firm employs proprietary research and tools to develop tailored client recommendations, with implementation options through brokerage or advisory programs.

Monica Freeny is a financial advisor with Cambridge Investment Research Advisors in Tulsa, OK, holding a Series 66 designation and 18 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc since 2012. Outside of her advisory role, she is involved as a board member and vice president of trucking businesses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pensions, charitable organizations, and trusts. The firm offers comprehensive financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options.

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.