Kenneth Little is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and 11 years of industry experience. Prior to joining Edward Jones in 2018, he was associated with several firms, including Legacy Advance Solutions LLC and Private Client Services, LLC, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial products supported by a large nationwide network of advisors and branch offices.

Patrick Fitzgerald is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is a partner in Fitzgerald Holdings LLC, a private investment firm based in Tulsa, Oklahoma. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Steven Udrisky is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a member since 2005. He is a founding member of the team Jelley, Udrisky & Associates. Steven provides advice and guidance to individuals, families, and organizations focusing on retirement planning, education funding, wealth transfer, and wealth preservation strategies. He emphasizes a long-term outlook and uses Merrill's wealth planning tools to assist clients in managing investment risk and developing cash flow strategies. Additionally, he coordinates all aspects of relationships with retirement plan clients, including plan operations, conversion, reporting, liaison to Investment Committees, recordkeeping, administration, and participant communication and education. Steven holds multiple professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Certified 401(k) Professional (C(k)P®), and others. He earned an MBA in Marketing from Oklahoma State University and holds a Bachelor's degree from Southeastern University. Steven and his team have been named to Forbes' "Best-in-State Wealth Management Teams" in 2023 and 2024. Outside of his professional work, Steven volunteers with organizations such as Special Olympics, the Route 66 Marathon, youth soccer, and the MS Society. He resides in Broken Arrow with his wife, Jolene, and their two children.

Christopher Fisher is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for Midwestern Manufacturing, where he advises on company operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Nathaniel Smoot is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, with prior experience at Tristan Dotts, Kyle McCann, and Waddell & Reed, Inc. Outside of advisory work, he was involved with Smoot Carpets from 2018 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, employing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Christopher L Derr is a financial advisor with UBS Financial Services in Tulsa, OK. He holds Series 63 and Series 65 designations and has 42 years of industry experience, all with UBS since 1984. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

William Ellson is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James in 2026, he held positions at Symetri USA, Amazon, Tulsa Public Schools, and worked as a freelance production assistant. 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 institutional clients. The firm employs tailored, non-discretionary planning supported by analytical tools and has unique offerings in municipal and public finance advisory services.

Timothy Grantham is a financial advisor at UBS Financial Services with 36 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at RBC Capital Markets for nine years before joining UBS in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Daniel Beisiegel is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and over 21 years of industry experience. He has been affiliated with Merrill Lynch since 2008 and Bank of America since 2009. Outside of his advisory work, he serves as an elder and committee member at RiverOaks Presbyterian, a charitable organization in Tulsa. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stacey Davis is a Series 66-licensed financial advisor with Ameriprise who has 26 years of industry experience. She has worked with Ameriprise Financial Services since 2005, including six years at Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients and offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Lynnette Busenburg Hill is a financial advisor with Merrill based in Tulsa, Oklahoma. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Her career includes two prior tenures at Merrill and a period at UBS Financial Services. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Pringle is a financial advisor with Wells Fargo Clearing in Tulsa, OK, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for family trusts, managing communications with tax advisors and facilitating distributions. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Witham is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Raymond James Financial Services, Cambridge Investment Research Advisors, and Morgan Stanley. Outside of his advisory work, he is the owner of Lawman Shave Products and has authored an investment-related book. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives who utilize various discretionary and non-discretionary strategies.

Matt Clover is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and no prior industry experience. His background includes roles at Bank of America, Modern Woodmen of America, and Edward Jones, as well as positions outside finance such as teaching at local schools and working in fitness and retail. 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 plans, corporations, and charitable organizations.

John Brophy is a financial advisor at Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked within Wells Fargo’s various advisory and clearing divisions since 2009. Brophy has a partial ownership interest in Vela Wealth Management, LLC, an investment-related business in Tulsa. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad array of planning options tailored to clients meeting net-worth thresholds. The firm integrates advisory services with multiple financial product offerings through a large network of advisors.

William Jezek is a financial advisor with Edward Jones in Tulsa, Oklahoma, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bank of America for three years and was employed at Polo Grill for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Patrick Randall II is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at MetLife Securities Inc. from 2007 to 2017. In addition to his advisory role, he serves as a consultant providing financial research and due diligence on structured settlements to attorneys, clients, and financial advisors. Mass Mutual Investors Services 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, utilizing firm-approved software tools to support collaborative, goal-focused planning engagements.

Daniel O'meilia is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors and its affiliated entities since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Michael Benditz is a CFP®-certified financial advisor with Edward Jones, where he has worked for 11 years. He volunteers as a group leader at The Church at Battle Creek in Broken Arrow, Oklahoma, where he facilitates Financial Peace University classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branches nationwide.

Robert Bentley is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Arvest Wealth Management for six years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad spectrum of investment strategies.