Anthony Allen is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as president of a local homeowners association and is a trustee handling legal matters for a church in Tulsa, Oklahoma. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and supports municipal clients through specialized public-finance and investment banking capabilities.

Lucas Polly is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and beginning his advisory career in 2026. Prior to his current role, he worked for Camglass (Custom Glass Solutions) for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market models to support client financial goals.

Jon Care is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent eight years with QPS Engineering, LLC. Outside of advising, he manages rental property activities in Tulsa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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 at Merrill with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Salt Earth LLC, Amber Marie and Company, and Prime Medical Spa. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Dustin Speth is a Financial Consultant at Fidelity Investments, where he has been working since 2018. He partners with clients and their families to create lifetime financial plans tailored to their unique situations. Dustin views his role as a calling to help others build, protect, and distribute their wealth throughout various life stages. Prior to his current position, Dustin held several roles at Fidelity Investments, including Investments Consultant (2017-2018), Central Relationship Manager (2017), High Net Worth Service (2016-2017), and Director of Retirement Planning (2010-2016). He holds an Arkansas Insurance License. Outside of his professional work, Dustin enjoys outdoor activities such as camping, concerts, fishing, football, hiking, and other outdoor adventures.

Alexander Field is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and was previously with UBS Financial Services from 2015 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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.

Everett Samuels is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Samuels serves on the board of directors for First Oklahoma Bank. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, delivering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

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.

Jeffrey Shaughnessy is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameritas Advisory Services, Heritage Financial, and Minnesota Life Insurance Company. Outside of finance, he owns and operates a personal disc jockey service and a meal prep business, and serves on the board of directors for the Jenks Chamber of Commerce. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized services including divorce planning and event-driven estate and employer-sponsored planning programs.

Bretton Patchett is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He collaborates with clients to develop financial plans that align with their goals and personal definitions of financial success. Bretton emphasizes the importance of a strong, holistic financial plan that clients can feel confident and comfortable with. Prior to his current role, Bretton held several positions at Fidelity Investments, including Investment Consultant from 2022 to 2023, Planning Consultant from 2021 to 2022, Relationship Manager from 2019 to 2021, and Workplace Planning Consultant from 2018 to 2019. This progression reflects his experience in various aspects of financial consulting and investment planning.

Barbara Hess is a financial advisor at Morgan Stanley with 38 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Hess holds the Series 63 and Series 65 designations and is based in Tulsa, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Lindsey Waffle is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized wealth management strategies that align with her clients' unique financial goals. Lindsey focuses on areas including college education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, and services tailored for defined benefit and contribution plans. With years of experience in the financial industry, Lindsey is dedicated to helping individuals and businesses navigate their financial journeys through clear communication, proactive planning, and long-term relationships. She holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Lindsey earned her High School Diploma from East Central High School. Outside of her professional role, Lindsey is involved with the Bixby Central Elementary PTO and the Bixby Metro Chamber of Commerce. She enjoys antiquing, baseball, camping, reading, spending time with her family, and traveling.

John Spaeth is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is involved as a partner in agricultural enterprises and real estate businesses based in Oklahoma. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market insights.

Joshua James is a Series 66 licensed financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2016, with prior experience at JP Morgan Securities LLC and Mass Mutual Life Insurance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large nationwide network of advisors and offices.

Brian Mckinney is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 registrations and possessing 29 years of industry experience. His career includes positions at Citigroup Global Markets and Morgan Stanley Smith Barney, where he has worked since 2002 and 2009 respectively. He is also the sole proprietor of BMAC PEP, LLC, an investment-related business based in Tulsa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools to deliver its services.

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 bringing eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at Home Instead Senior Care and has been involved with A-Affordable Design since 2012. He also owns Dynamic Solutions, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.