Matthew Mc Guire is a financial advisor at Edward Jones with 14 years of industry experience. He has held roles at Edward Jones since 2017 and previously worked at Bokf, Na and BOK Financial Securities, Inc. from 2014 to 2017. 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 strategies supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Stacey Richards is a financial advisor with LPL Financial in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at LPL Financial since 2017 and also maintains a role with Financial Planning Resources. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor tools and a broad suite of non-advisory financial products.

Todd Lance is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and 10 years of industry experience. He has worked previously at Edward Jones and International Bank of Commerce. Outside of finance, he operated a private piano studio for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced tools and a large network of investment adviser representatives.

Stephen August is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at National Planning Corporation, Mass Mutual Investors Services, J.P. Morgan Securities, Cornerstone Financial Services, Vineyard Asset Management, OSAIC, and Merrill. He is involved in education through a non-investment role with Epic Charter Schools, where he participates in monitoring administration. 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, utilizing both proprietary research and third-party strategies, with over $819 billion in discretionary assets and more than 22,800 advisors nationwide.

Shari Campbell is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Cummings is a financial advisor with Merrill in Tulsa, Oklahoma, holding a Series 66 designation and 26 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she is co-owner of The Riders Rack, a mobile tack business supporting her daughter’s equestrian activities. 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.

J Johnson III is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with UBS Financial Services since 2006. Outside of his advisory role, he serves on the board of directors for Southern Hills Country Club. 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 provides proprietary research and a broad range of capital markets solutions.

Amber Collier is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been part of the financial services industry since 2013 and works as a member of a multigenerational advisory team at CPL Wealth Management & Associates. Her primary focus includes portfolio planning and providing wealth management strategies tailored for individuals, families, and business owners. Amber holds a B.S.B.A. degree in Finance and an M.B.A. from the University of Tulsa. She is a CERTIFIED FINANCIAL PLANNER® professional and also holds designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her approach involves listening carefully to each client's situation, priorities, and goals to develop strategies that align with their comfort level, time horizon, and vision. A Tulsa native, Amber remains actively involved in her community, including participation with the Junior League of Tulsa, Inc. Outside of work, she enjoys spending time with family and friends.

Andrea Smith is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with Ameriprise and its related entities since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored, non-discretionary recommendations through a centralized consulting team.

Kenneth Little is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and 11 years of industry experience. Prior to joining Edward Jones in 2018, he was associated with several firms, including Legacy Advance Solutions LLC and Private Client Services, LLC, among others. 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 affiliated financial products supported by a large nationwide network of advisors and branch offices.

Patrick Fitzgerald is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is a partner in Fitzgerald Holdings LLC, a private investment firm based in Tulsa, Oklahoma. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Steven Udrisky is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a member since 2005. He is a founding member of the team Jelley, Udrisky & Associates. Steven provides advice and guidance to individuals, families, and organizations focusing on retirement planning, education funding, wealth transfer, and wealth preservation strategies. He emphasizes a long-term outlook and uses Merrill's wealth planning tools to assist clients in managing investment risk and developing cash flow strategies. Additionally, he coordinates all aspects of relationships with retirement plan clients, including plan operations, conversion, reporting, liaison to Investment Committees, recordkeeping, administration, and participant communication and education. Steven holds multiple professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Certified 401(k) Professional (C(k)P®), and others. He earned an MBA in Marketing from Oklahoma State University and holds a Bachelor's degree from Southeastern University. Steven and his team have been named to Forbes' "Best-in-State Wealth Management Teams" in 2023 and 2024. Outside of his professional work, Steven volunteers with organizations such as Special Olympics, the Route 66 Marathon, youth soccer, and the MS Society. He resides in Broken Arrow with his wife, Jolene, and their two children.

Christopher Fisher is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for Midwestern Manufacturing, where he advises on company operations. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Nathaniel Smoot is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, with prior experience at Tristan Dotts, Kyle McCann, and Waddell & Reed, Inc. Outside of advisory work, he was involved with Smoot Carpets from 2018 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, employing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Mark Buffington is a financial advisor at Edward Jones with 27 years of industry experience, including 25 years at Edward Jones. He holds Series 63 and Series 66 designations. He is a passive member of TLB Insurance, a Medicare business in Tulsa, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory strategies, affiliated mutual funds, and additional services such as trust and securities-based lending.

Christopher L Derr is a financial advisor with UBS Financial Services in Tulsa, OK. He holds Series 63 and Series 65 designations and has 42 years of industry experience, all with UBS since 1984. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

Tamaya Veldstra is a financial advisor at Thrivent Investment Management in Tulsa, OK, holding a Series 66 designation. She has one year of industry experience and previously worked at various financial institutions and credit unions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to combine planning with managed accounts under a consolidated billing option.

William Ellson is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James in 2026, he held positions at Symetri USA, Amazon, Tulsa Public Schools, and worked as a freelance production assistant. 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 institutional clients. The firm employs tailored, non-discretionary planning supported by analytical tools and has unique offerings in municipal and public finance advisory services.

Cole Luckett is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he held positions at ONE Gas, Inc. and several mortgage companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Timothy Grantham is a financial advisor at UBS Financial Services with 36 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at RBC Capital Markets for nine years before joining UBS in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.