Evan Rush is a CFP®-designated financial advisor with Edward Jones, based in Jenks, Oklahoma. He has six years of industry experience, including time at the OSU Riata Center for Entrepreneurship and service in the U.S. Army Reserves. His background also includes a period of self-employment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Brittany Armer is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Ameriprise, Woodbury Financial Services, First Mate Financial Advisors, and Waddell & Reed. She is currently based in Tulsa, OK. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Glenda Suchy is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor with Raymond James & Associates since 2017. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved in managing several rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Stephen O'Sullivan II is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 27 years of experience in the financial services industry. He began his career at Merrill in 1998 after graduating from Oklahoma State University with degrees in Finance and Management. Stephen has continued to advance his professional education, earning the Certified Investment Management Analyst® designation through the Investments & Wealth Institute™ in conjunction with the Wharton School of Business. Stephen's expertise includes advising clients on college education planning, family wealth management strategies, legacy and retirement planning, LGBT wealth planning, personal retirement income, and portfolio management services. His team works closely with professionals in the oil and gas industry to navigate retirement and equity compensation plans, emphasizing tax-efficient strategies such as net unrealized appreciation, tax loss harvesting, and Roth conversions. Residing in Tulsa, Stephen is married with three children. He enjoys gardening, spending time with his family, and traveling. Stephen and his team were named to the 2026 Forbes "Best-in-State Wealth Management Teams" list, reflecting their commitment to client service and professional excellence.

Jordan Kepford is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles in various companies, such as Prime Medical Spa and Anthropologie. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael King is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Maschino is a financial advisor with OSAIC based in Tulsa, OK. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has been affiliated with OSAIC since 1997 and also works with Investment Designers of Tulsa, Inc. Maschino is licensed as an insurance agent for life, accident, health, and annuity products and provides investment advisory services through Osaic Wealth, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizes advanced asset-allocation tools, and supports both discretionary and non-discretionary accounts with access to third-party money managers and wrap programs.

Emmanuel Earls is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Primerica Advisors since 2009 and Primerica Financial Services since 2007. Outside of advisory work, he receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-driven and separately managed account options to individual and high-net-worth clients under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of its investment models.

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.

Daran Tucker is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at Home Instead Senior Care and has owned A-Affordable Design since 2012. He is also involved in final expense insurance as part of his other business 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 network of investment adviser representatives.

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.

Perry Smith is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with LPL Financial since 1999. He also operates a registered business under the name Smith Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.