Daniel Beisiegel is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and over 21 years of industry experience. He has been affiliated with Merrill Lynch since 2008 and Bank of America since 2009. Outside of his advisory work, he serves as an elder and committee member at RiverOaks Presbyterian, a charitable organization in Tulsa. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mindy Brown is a CFP® and Series 66-licensed financial advisor with Wells Fargo Advisors in Tulsa, Oklahoma. She has 21 years of industry experience, including 15 years with Wells Fargo Advisors Financial Network. Outside of her advisory role, she holds ownership in EB Columbia, LLC, an entity related to her financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning.

Stacey Davis is a Series 66-licensed financial advisor with Ameriprise who has 26 years of industry experience. She has worked with Ameriprise Financial Services since 2005, including six years at Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients and offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Brent Suchy is a financial advisor with Raymond James & Associates in Tulsa, OK, holding a Series 66 designation and 16 years of industry experience. He has worked at Raymond James since 2017 and previously spent two years with Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services through various specialized divisions.

David Provenzano is a CFP®-certified financial advisor with Ameriprise in Sapulpa, OK, bringing 35 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside his advisory role, he co-owns Strategic Resource Group, LLC and manages his financial advisory practice through Provenzano Group, LLC. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Nichols is a financial advisor at LPL Financial in Tulsa, OK, with 57 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Nichols has worked extensively with Financial Planning Resources, Inc. since 1980 and currently serves as its chairman. He is also an author of financial planning materials. 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 a large network of advisors and various operational tools.

Lynnette Busenburg Hill is a financial advisor with Merrill based in Tulsa, Oklahoma. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Her career includes two prior tenures at Merrill and a period at UBS Financial Services. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Pringle is a financial advisor with Wells Fargo Clearing in Tulsa, OK, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for family trusts, managing communications with tax advisors and facilitating distributions. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Witham is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Raymond James Financial Services, Cambridge Investment Research Advisors, and Morgan Stanley. Outside of his advisory work, he is the owner of Lawman Shave Products and has authored an investment-related book. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives who utilize various discretionary and non-discretionary strategies.

James Eagleton is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and over 43 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he serves on the finance committee of the First Presbyterian Church of Tulsa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Matt Clover is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and no prior industry experience. His background includes roles at Bank of America, Modern Woodmen of America, and Edward Jones, as well as positions outside finance such as teaching at local schools and working in fitness and retail. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Brophy is a financial advisor at Wells Fargo Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses with 31 years of industry experience. He previously worked within Wells Fargo’s various advisory and clearing divisions since 2009. Brophy has a partial ownership interest in Vela Wealth Management, LLC, an investment-related business in Tulsa. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad array of planning options tailored to clients meeting net-worth thresholds. The firm integrates advisory services with multiple financial product offerings through a large network of advisors.

William Jezek is a financial advisor with Edward Jones in Tulsa, Oklahoma, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bank of America for three years and was employed at Polo Grill for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Patrick Randall II is a financial advisor with Mass Mutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at MetLife Securities Inc. from 2007 to 2017. In addition to his advisory role, he serves as a consultant providing financial research and due diligence on structured settlements to attorneys, clients, and financial advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to support collaborative, goal-focused planning engagements.

Daniel O'meilia is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors and its affiliated entities since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Michael Benditz is a CFP®-certified financial advisor with Edward Jones, where he has worked for 11 years. He volunteers as a group leader at The Church at Battle Creek in Broken Arrow, Oklahoma, where he facilitates Financial Peace University classes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branches nationwide.

Robert Bentley is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Arvest Wealth Management for six years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad spectrum of investment strategies.

Blake Sneed is a financial advisor with Merrill in Tulsa, OK, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Lance Franczyk, and Summit Financial Group. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Curtis Miller is a financial advisor with Primerica Advisors in Tulsa, OK, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has worked at Primerica Advisors since 2018 and previously taught at Jenks High School for five years. In addition to his advisory role, he is involved in selling loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with a range of model-based investment strategies supported by external asset managers, BNY Mellon Advisors, and Pershing for trade execution and custody. The firm operates at scale with nearly 4,000 advisors and approximately $15.5 billion in assets under management.

Steven Aston is a Series 66 credentialed financial advisor with Edward Jones in Tulsa, OK. He has one year of industry experience and previously worked at Citizen Energy III, LLC and Jenkins and Kemper CPAs LLC. Outside of his financial career, he has been involved with Tulsa Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.