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.

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.

John James is a Series 66-registered financial advisor at Thrivent Investment Management in Tulsa, Oklahoma, with one year of industry experience. His prior work includes roles in education and at Sherwin Williams. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analysis and periodic plan reviews while keeping planning and managed-account services separate.

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.

Paul Walker is a financial advisor with Raymond James & Associates in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nathan Barns is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds a Series 66 license and is based in Jenks, Oklahoma. Outside of his advisory role, Barns is a partner in Belle Luxe LLC, a personal LLC involved in property maintenance and lease negotiations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products under a fiduciary standard.