Jason Sims is a financial advisor with Edward Jones in Broken Arrow, OK, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Lushin LLC, a property management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Hannah Lee is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in various roles across industries including retail, pharmaceuticals, and design. Outside of her advisory role, she is a cycling coach at League Indoor Cycling, where she leads indoor cycling classes and engages with the local community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its large national network of advisors and branches, as well as its range of affiliated services including trust and securities-based lending.

Timothy Gold is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory role, he has served as an executor of an estate since 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals. The firm integrates institutional trading capabilities with wealth management and offers a broad range of financial products and services.

John Johnston is a financial advisor with Wells Fargo Clearing in Tulsa, OK, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at BOK Financial Securities, Inc. and BOKF, NA for 16 years. He serves on the Finance Advisory Council at Oklahoma Christian University, providing feedback on student investment recommendations. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, with an IPS-driven advisory process grounded in modern portfolio theory. The firm provides both non-discretionary and discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Tanya Butler is a Series 66-credentialed financial advisor with Edward Jones, based in Broken Arrow, OK, and has nine years of industry experience. She has been with Edward Jones since 2016 and previously worked there from 2006 to 2016. Outside of her advisory role, she is an independent beauty consultant with Mary Kay. 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 operates a nationwide network of more than 23,700 advisors, managing approximately $1.01 trillion in assets under management.

Jeffrey James is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He has also been affiliated with Northeastern State University since 2000. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Lawrence Cornwell Jr. is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Mark Hahn is a financial advisor with Cetera holding a Series 66 designation and 10 years of industry experience. He has worked at Cetera and its affiliate firms since 2016 and previously spent five years at Voya Financial Advisors. Outside of his advisory work, Hahn owns and operates an expense management business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Kent Wolever is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding the CFP® designation and Series 66 license. He has 17 years of industry experience, including nine years at Edward Jones prior to joining Morgan Stanley and its affiliate private bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Cheryl Palmiter Ekaitis is a financial advisor with UBS Financial Services in Tulsa, Oklahoma. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., Merrill, and Consolidated Fabrication and Constructors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances, while combining institutional trading capabilities with wealth management services.

Christopher Riley is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on providing personalized wealth management strategies. He has over 15 years of experience in the financial services industry, having started his career as a derivative specialist and market maker on the floor of the American Stock Exchange with Susquehanna International Group. He later worked with healthcare-related investment banks managing institutional relationships involving research, trading, and derivative strategies. Christopher holds a Bachelor's Degree from the University of Pennsylvania and holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach centers on building enduring personal relationships by delivering exceptional service and employing a goal-oriented and disciplined wealth management process tailored to adapt to changing economic conditions. He is a lifelong resident of Morristown and actively volunteers with organizations such as Friends of Foster Fields. Outside of work, Christopher enjoys outdoor activities including skiing and golf, and he is involved in charitable activities as well as supporting his alma maters, Delbarton School and the University of Pennsylvania.

Nicholas Cordle is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines advisory services with additional offerings such as wrap programs and affiliated broker-dealer operations.

Perry Smith is a financial advisor with LPL Financial based in Tulsa, OK, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has been with LPL Financial since 1999 and operates under the Smith Financial Group DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various investment strategies.

Thomas Shaughnessy is a financial advisor with MassMutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has been with MML Investors Services since 2001 and MassMutual Life Insurance Company since 2000. Outside of his advisory role, he serves as president of the ORU Golden Eagle Club, supporting the athletic department and its athletes. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to develop personalized client strategies.

Steve Jelley is a Wealth Management Advisor at Merrill Lynch Wealth Management and a founding member of Jelley, Udrisky & Associates. He has been with Merrill Lynch since 1990, focusing on designing and implementing customized wealth management strategies for high net worth families, business owners, and retirees. Steve employs a Goals-Based Wealth Management approach to develop strategies that align with clients' needs, goals, and priorities. He is also a qualified Portfolio Manager and manages personalized and defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Steve holds a bachelor's degree from Oklahoma State University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). His team has been recognized by Forbes as a Best-in-State Wealth Management Team for multiple years, and Steve himself has been named to Forbes Best-in-State Wealth Advisors list for seven consecutive years, as well as Barron's Top 1,200 Financial Advisors for ten consecutive years. He was also named to the Financial Times Top 400 Financial Advisors in 2017. Beyond his professional work, Steve has been involved in various volunteer roles including with the American Heart Association, Jenks Public Schools, Oklahoma State University Mentoring Program, Sigma Nu Fraternity, United Way, and the Oklahoma State University Foundation Board of Governors. He is a former member of the Cedar Ridge Country Club Board of Directors and has received the Bank of America President's Volunteer Service Award in 2023 and 2024.

Kristopher Wright is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Hines Securities, Inc., Richemont, and Apple Inc. He is based in Tulsa, OK. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management delivered by a network of advisors who use proprietary research and model-based allocations tailored to client goals and risk tolerances.

Christopher Cary is a financial advisor at Morgan Stanley with four years at the firm and a total of two years in the industry. He holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley, he was self-employed for eight years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning services.

Jeffrey Schuman is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and previously worked at Grant Thornton. He is also an associate employee at The Advsors, a support company in Edmond, Oklahoma. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging firm research and a broad affiliate network to support tailored client solutions.

Charles Younger is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with Morgan Stanley and its affiliates since 2007, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member for Stone Cemetery in St. Joe, Arkansas. Morgan Stanley Wealth Management provides comprehensive advisory programs to both individual and institutional clients, offering tailored financial and estate planning services. The firm employs a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Norman Fisher is a financial advisor with UBS Financial Services in Tulsa, OK, holding a Series 63 designation and 45 years of industry experience. He has been with UBS since 2009. He serves on the board of The First Tee of Tulsa, a nonprofit organization focused on youth development through golf. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations in its advisory approach.