James Shannon is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1986, including a concurrent role at Bank of America since 2009. He serves as co-trustee of the Shannon Family Living Trust. Merrill, along 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, and institutional investors.

Holden Florer is a Series 66 credentialed financial advisor with Edward Jones, based in Catoosa, OK. He has one year of industry experience and joined Edward Jones in 2024. Prior to his current role, he worked in various positions including at HaaS P&D and Brockenduke Inc. 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 and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Lorianne Williams is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports, primarily for clients with assets held in Ameriprise Managed Accounts.

Peyton Henry is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide financial guidance tailored to their unique goals and priorities. His role focuses on helping clients navigate important financial decisions and develop strategies aligned with their values and long-term vision. His areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Peyton emphasizes building lasting relationships through open communication and attentive service. Peyton holds a Bachelor's Degree from Midway University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in baseball, golfing, running, and traveling.

Robert Villines is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has worked in various roles including at Avantax Insurance Agency and Peterson International Insurance. Outside of his advisory work, he is also a professional musician. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Andrea Clem is a financial advisor with UBS Financial Services in Tulsa, Oklahoma. She holds a Series 66 designation and has 13 years of industry experience. Clem has been with UBS since 2000. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Gregory Braun is a CFP® professional with 32 years of experience in financial services. He is currently with Cetera and has a background that includes long-term roles at Avantax Insurance Agency, Avantax Advisory Services, and United Health Care. Braun also owns Braun Financial Services, a firm providing financial planning and analysis to individuals and small businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies.

Seth Yoder is a financial advisor with Edward Jones in Wagoner, OK, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at New Dominion, LLC from 2013 to 2017. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Diana Salazar is a financial advisor with Merrill in Tulsa, Oklahoma, holding the Series 66 designation and seven years of industry experience. She has worked at Bank of America and BOK Financial, among other firms. Outside of her advisory role, she manages rental property holdings through an LLC. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Holli Taylor is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with firms including Voya Financial Advisors and owns Market Wealth Management LLC DBA Taylor Basden & Associates. Taylor also operates as an independent insurance agent and provides notary services in Tulsa, OK. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options tailored to client needs.

Edna Hird is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she focuses on relationship management and new business development. With a career that began in the legal field, Edna brought her experience in helping individuals resolve financial issues to her role at Merrill Lynch, which she joined in 1998. Her areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Edna emphasizes a personalized approach to financial advising, working closely with clients to understand their unique situations and goals. Edna holds a High School Diploma/GED from Labette Community College and a Personal Investment Advisor (PIA) designation. She is involved in several community organizations, including A New Leaf, Alzheimer's Association, Community Food Bank Eastern Oklahoma, First Serve, and Special Olympics. Outside of her professional and community activities, Edna enjoys cooking, spending time with her family, and playing tennis.

Charles Maloy is a financial advisor at Merrill in Tulsa, OK, with 27 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1999, alongside concurrent service at Bank of America since 2019. Outside of his advisory role, he serves as an executor for a fiduciary entity in Owasso, OK. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gordon Robinson is a financial advisor with OSAIC in Tulsa, OK, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been associated with OSAIC since 1991 and is also the owner of Investments by Design Group, Inc. and Investment Designers of Tulsa, Inc., where he has held leadership roles for over two decades. Robinson serves as program director for the Financial Planning Association of Tulsa and is a board member of Harvest House, a local nonprofit charity. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced portfolio construction tools and automated rebalancing.

Megan Medders is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has held prior roles at TTCU Federal Credit Union and has been involved since 2025 as a part-time video production editor for Geronimo Productions, a family-owned business specializing in rodeo content. 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 with model-based and discretionary investment strategies.

Katherine Beckham is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Merrill since 2011. Outside of her financial advisory role, she serves as a music leader at the Church of St Mary in Tulsa, Oklahoma. 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 and profit-sharing plans, corporations, and charitable organizations.

Judith Miron is a financial professional with 25 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. She holds Series 63 and Series 66 credentials and operates as an independent insurance agent. Miron is based in Tulsa, Oklahoma, and also conducts business under the name Northstar Wealth Management LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a variety of investment approaches through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies.

Kent Thiessen is a financial advisor with Osaic Wealth, Inc. based in Tulsa, OK, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience, including 16 years with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Outside of his advisory role, he serves as Chief Investment Officer and partner at Act Wealth Strategies LLC and participates in the Power of Zero education program, offering free workshops using its curriculum. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of advisers. The firm provides integrated brokerage and advisory services with asset allocation tools, risk tolerance assessments, and access to third-party money managers and model account solutions.

Morgan Martin is a Wealth Management Advisor and Merrill Institutional Consultant at Merrill Lynch Wealth Management. He provides wealth management and advisory services to both individuals and institutions, including emerging investors, retired professionals, and organizations through corporate retirement plans and institutional financial strategies. He focuses on education and behavioral finance to support thoughtful decision-making and sustainable wealth outcomes. Morgan holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation. As a Designated Merrill Institutional Consultant, he provides consulting services to institutions, companies, 401Ks, pension plans, non-profits, and family offices. He is a partner in the MLCS Group at Merrill, which has been ranked #1 in Oklahoma for four years on the Forbes "Best-In-State Wealth Management Teams" list. The team brings expertise in retirement planning, asset management, defined benefit plans, derivatives, wealth transfer, philanthropic strategies, and employee stock option plans. A graduate of the University of Oklahoma, Morgan studied finance, international business, and Chinese. As a lifelong resident of Tulsa, he is actively involved in the community, serving on the boards of the Crosstown Learning Center and the Cascia Hall Alumni Association. Outside of work, he competes in triathlons and endurance events and spends time with his wife, Macey, and their children, Maguire and Miller.

Tom Barclay is a CFP® professional working with LPL Financial in Tulsa, OK, with 34 years of industry experience. He has been with LPL Financial since 2018, following five years at Cetera Advisors LLC and over four decades at Stotts, Barclay, Pettus, Moore, Whipple. In addition to his advisory work, he is involved in tax preparation and accounting through Scotts, Archambo, Mueggenborg & Barclay PC. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Averie Morton is a financial advisor with Cetera, holding a Series 66 designation and beginning her industry experience in 2022. Her prior experience includes roles at Market Wealth Management LLC and Cetera Advisor Networks, as well as six years working with Hideaway Pizza. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors and $256 billion in assets under management.