Adam Berlien is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that address comprehensive wealth and legacy planning, catering primarily to families with multi-generational wealth. Adam serves as a liaison for his affluent clients, coordinating with accountants, attorneys, and beneficiaries to ensure cohesive financial management. Adam has over 20 years of experience in the financial industry, bringing expertise in investments, banking, and lending. He joined Merrill Lynch Wealth Management in 2014 after graduating from Purdue University. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Adam and his wife are active in their community. They support their three school-aged children in athletics and music and are involved in youth sports organizations, including Bixby Youth Baseball, Basketball, and Football.

Brett Vandervort is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. His prior experience includes six years at Edward Jones and roles at Regent Bank, Patriot Bank/Equity Bank, and Rover.com. He is also the owner of VWM Services, LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Timothy Lawrence is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with corporate executives, business owners, and clients in sports and entertainment. His focus areas include executive compensation, LGBT wealth planning, individual and corporate investment strategy, and the complexities of transitioning business equity and retirement savings into comprehensive financial plans. Tim holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree in business from the University of Arkansas System. Tim joined Merrill in 2018 after more than a decade in the financial services industry, with prior experience at Morgan Stanley Smith Barney and JP Morgan Chase. Outside of his professional work, Tim is involved in community activities such as coaching Little League Baseball and Softball and volunteering with A Woman's Work, an organization supporting women in need. He enjoys baseball, biking, fishing, rock climbing, skiing, and spending time with his family.

Doyle Denny is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Michael Sokol is a CFP® with 19 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and has prior experience with Sokol Land Investments from 2014 to 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Darin Kight is a financial advisor with LPL Financial based in Tulsa, Oklahoma. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Northeastern State University for 17 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, and institutional platforms.

Gina Arnold is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch since 2010. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Walker is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services for nearly four decades before joining LPL Financial in 2024. Outside of his advisory work, he is involved with Unlimited Partnership, Inc., a business entity used for tax and investment purposes. 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, supported by a large network of advisors and various technological tools.

John Gero is a financial advisor with Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He is a co-trustee for Vela Wealth Management 401(k) and holds ownership interests in Vela Wealth Management, LLC and 3404MC LLC, both investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on discrete planning engagements tailored to client needs.

Carla Bailey is a CFP® professional with 20 years of experience in the financial services industry. She is currently with Raymond James Financial Services Advisors, Inc. and previously spent 11 years at LPL Financial. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Romie Henry is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments, Inc. and Primerica Financial Services since 2010. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and provides a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional or pension plan management.

Jennifer Nichols is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and possessing 21 years of industry experience. She has worked with firms including Prospera Financial Services and StoneBridge Wealth Management, which she owns. Nichols is involved with the nonprofit Sky High for Kids, serving on a fundraising subcommittee that supports pediatric cancer causes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to help clients evaluate potential outcomes, supporting implementation through various advisory programs.

Bradley May is a financial advisor with Merrill based in Tulsa, OK, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2017, he worked at CVS Health from 2015 to 2017. He serves as a board member and co-secretary of the Owasso Rams Baseball Booster Club, supporting the local baseball program. 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 charitable organizations.

Braden Ward is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial guidance to help clients navigate life's transitions, such as career changes and retirement planning. Braden works closely with clients to develop tailored strategies that align with their unique goals and priorities, including college education planning, executive compensation, family wealth management, retirement income, tax minimization, and services for endowments, foundations, and non-profits. With a Bachelor’s Degree from the Oklahoma State University System, Braden holds the Personal Investment Advisor (PIA) designation. He leads his team's business development efforts, focusing on connecting with affluent individuals and families to leverage the team's expertise in financial markets and planning. His approach emphasizes understanding clients' current and future priorities to create comprehensive wealth management strategies. Outside of his professional work, Braden enjoys fishing, playing pickleball, and swimming. He also spends time traveling to sporting events and engaging in outdoor activities with his wife and son.

Evan Antoshkiw Fulps is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and four years of industry experience. His career includes roles at Edward Jones since 2023, as well as prior positions at Securian Advisors MidAmerica and Minnesota Life Insurance Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Angela Barnes is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning that combines investment research, third-party data, and algorithmic tools to provide personalized recommendations.

John Haspell is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. In addition to his advisory work, he serves as a deputy sheriff for the Coweta Police Department in Oklahoma. 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 and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kreg Callery is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Tulsa, Oklahoma. He began his career in financial services in 2006 after retiring from the U.S. Marine Corps, where he served in Operation Iraqi Freedom in 2003. Kreg joined Merrill Lynch in 2012 and focuses on advising business owners, executives, and multi-generational families on strategies to grow, preserve, and transfer their wealth effectively. Kreg employs a systematic and disciplined wealth management planning process to help clients articulate their financial goals, values, and aspirations. He assists clients in navigating retirement benefits and compensation programs, as well as planning for significant life events such as career transitions, retirement, business transactions, marriage, divorce, and inheritance. He also has experience working with captive insurance companies, providing guidance and investment recommendations tailored to each captive's risk framework. Kreg holds an Associate's degree in biology from Eastern Oklahoma State College and a Bachelor's degree from Oklahoma State University. He has earned several professional designations, including the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). He resides in Tulsa with his wife, Madilyn, and their four children. In his free time, he enjoys playing golf.

D Kurt Morgan is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the MLCS Group. With more than 40 years of industry experience, he provides comprehensive wealth management strategies tailored to clients' individual goals and values. Kurt's approach spans every stage of the financial life cycle, with a particular emphasis on generational wealth transfer. His expertise includes equities, government and municipal bonds, cash management, and institutional money management services. Earlier in his career, he served as the municipal bond coordinator in the Tulsa office, gaining specialized knowledge in individual security selection. Kurt has been recognized for his professional achievements, including being named to Barron's "Top 1,200 Financial Advisors" in 2021 and 2022, and the MLCS Group's inclusion in Forbes' "America's Top Wealth Management Teams High Net Worth" list in 2024. A lifelong resident of Tulsa, he is a graduate of Oklahoma State University with a degree in finance and economics. Kurt holds the Personal Investment Advisor (PIA) designation and remains actively involved in the ALS Therapy Development Institute, contributing through fundraising, event planning, and organizing. Outside of his professional and community commitments, he enjoys golfing, traveling, and spending time with his family.

Michael Sturm is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has worked at several firms, including Allstate Financial Services and Penn Mutual Life Insurance Company, before joining Ameriprise in 2018. He serves on the board of directors and acts as treasurer for Lewis Park Townhomes, Inc. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm uses a centralized team and investment research to provide non-discretionary, tax-aware retirement income recommendations within a product ecosystem that includes affiliated sub-advisers and managed accounts.