Terrell Pohlmeier is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he serves as the treasurer for Boy Scouts Pack 903, managing the pack’s funds. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, combining proprietary research and model-based asset allocation to tailor financial plans to clients’ goals and risk tolerances.

Terry Collier is a Wealth Management Advisor with Merrill Lynch Wealth Management in Tulsa, Oklahoma. He has been with Merrill Lynch since 1990, following nine years of experience in Oklahoma banking. Terry holds a Bachelor of Business Administration degree with a concentration in management from the University of Oklahoma, where he was a member of the men’s golf team. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 1999 and holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With over 40 years in the financial services industry, Terry focuses on total wealth management and specializes in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. He applies a defined process with each client to understand their specific situations, establish objectives, develop appropriate strategies, provide recommendations, and regularly review progress toward financial goals. Terry works closely with clients to ensure that their financial plans align with their personal circumstances. Terry resides in Tulsa with his wife, Debra, and has two grown daughters who are also financial advisors and members of the CPL team. Outside of his professional work, he enjoys gardening, golfing, and hiking.

Kenneth Giager III is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently affiliated with Cetera and has held roles at Cetera Wealth Services, Gierer Wealth Management, First Financial Equity Corporation, and Arvest Wealth Management. Outside of his advisory work, he serves as president of Giager Wealth Management, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform, enabling advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Jimmy Mc Bee is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Financial Planning Resources, International Insurance Brokers, and Murphy USA. He is also a commissioned notary, an activity unrelated to investment advisory services. 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 investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.

Ann Marie Mcriley is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Andrea Tucker is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she specializes in delivering life simplification strategies to individuals and business owners. She focuses on creating tailored, goals-oriented financial strategies across multiple areas including college education planning, legacy planning, personal retirement planning, portfolio management, and investment strategy. Andrea holds both a Bachelor's degree and a Master's of Business Administration in Finance from Northeastern State University. She holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach combines intellectual resources from Merrill Lynch with a personalized, family office-like client experience, offering adaptable financial planning and intentional investment management. She is actively involved in her community, contributing to organizations such as Broken Arrow Neighbors, Junior Achievement of Oklahoma, Keep Broken Arrow Beautiful, Northeastern State University, Pet Adoption League, and Special Olympics.

Cameron Moore is a financial advisor at Thrivent Investment Management in Tulsa, OK, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to his current role, he spent ten years with Student Mobilization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive goal-based analyses and planning without discretionary portfolio management.

Shannon Whitlock currently serves as Vice President and Financial Consultant at Fidelity Investments, a role held since 2022. Prior to this, Shannon held positions as Financial Consultant at Fidelity Investments from 2016 to 2022, Investment Consultant at Fidelity Investments from 2015 to 2016, Financial Advisor at JP Morgan Securities LLC from 2014 to 2015, and Relationship Banker at JP Morgan Chase Bank NA from 2012 to 2014. Throughout Shannon's career, the focus has been on partnering with clients to develop financial plans that efficiently and sustainably utilize available resources, tailored to individual goals, priorities, and preferences. Shannon emphasizes the importance of adapting financial plans over time to address various life phases and challenges, providing ongoing support through the financial journey. Shannon holds an Arkansas Insurance License.

Anna Simon is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and three years of industry experience. She has been with LPL Financial since 2022 and has over two decades of experience running Outdoor LLC, a manufacturing business. Additionally, she is involved in tax preparation and accounting services through Simon Finance LLC. LPL Financial is a national SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Daniel Bond is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was self-employed for four years and held positions at SunRich Fresh Foods, Fresh Food Group, and Kagome USA from 2015 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Kilby Legg is a Series 66-licensed financial advisor with Edward Jones, based in Jenks, Oklahoma. He has five years of industry experience, including 11 years working in the education sector at Bristow Public Schools before joining Edward Jones in 2020. 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 nationwide network of financial advisors.

David Bush is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 12 years of industry experience. He worked at Cetera Advisor Networks LLC for nine years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Springman is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding a Series 66 designation and 15 years of industry experience. His prior work includes a decade at J.P. Morgan Securities before joining Morgan Stanley’s Private Bank and Smith Barney divisions. Outside of his advisory role, he is a partner in Antler Ridge LLC, an agricultural business based in Bixby, Oklahoma. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and modeling techniques to support client financial goals.

Burkely Bitaraf is a financial advisor at Edward Jones in Jenks, OK, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, Bitaraf worked at Ross Stores and had roles at DoorDash and Uber in 2020, as well as a decade of self-employment experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of managed solutions and advisory services with approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor and branch network, affiliated mutual funds, and additional financial services such as trust and securities-based lending.

Ashley Cutshall is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Morgan Stanley and Arvest Asset Management. She maintains a non-variable insurance activity alongside her advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research-supported model portfolios.

Hugh Thompson is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds the Series 66 designation and is based in Tulsa, OK. 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 under management through a network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Daniel Bickerstaff is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Tulsa, OK since 2020. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of Lapis Enterprises of Oklahoma Inc., the legal entity for his Ameriprise team practice. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports and a wide range of advisory, brokerage, and insurance solutions.

Douglas Vangilder is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with both LPL Financial and Avb Bank since 2011. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs and provides both discretionary and non-discretionary management supported by in-house and third-party research.

Timothy Murphy is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for eight years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including financial planning that utilizes structured discovery processes and firm-approved tools to support clients’ planning needs.

Daniel Seely is a financial advisor with UBS Financial Services in Tulsa, Oklahoma, holding a Series 63 designation and 38 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.