Katherine Buckley is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. She is based in Tulsa, OK. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.

Thomas Hunt is a financial advisor with Ameriprise in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brett Benge is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018. In addition to his advisory role, he is involved in real estate through ownership positions in Tricycle Capital LLC and Legacy Property Services, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Jon Topolski is a CFP® designated advisor with 20 years of industry experience, currently serving at Cetera since 2020. His prior experience includes roles at First Allied Advisory Services, Inc. and First Allied Securities Inc. Outside of advising, he works as an independent insurance broker and provides baseball hitting instruction to high school and collegiate athletes. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across discretionary and non-discretionary programs.

James Daugherty II is a financial advisor at Edward Jones in Tulsa, OK, holding the CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with about $1.01 trillion in assets under management. The firm maintains a large nationwide network of advisors and branches, providing discretionary and non-discretionary investment strategies along with affiliated mutual funds and overlay services under a fiduciary standard.

Abby Hubble is a financial advisor at OSAIC with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience at firms including Securities America Advisors, Arvest Wealth Management, and BOK Financial Securities. Outside of advising, she has worked as an Uber driver and is involved in internet marketing and direct sales of nutritional supplements. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and various investment platforms to manage portfolios across multiple asset classes.

Judd Hatch is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and offering 26 years of industry experience. He has been with Cambridge since 2011 and also owns NorthStar Wealth Management LLC. Hatch serves as a board member of the Board of Adjustment for the City of Broken Arrow, Oklahoma, in addition to working as an independent insurance agent specializing in life, accident, long-term care, fixed annuity, and group non-medical insurance benefits. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and other clients through a nationwide network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement advisory, utilizing both proprietary and third-party strategies across various platforms and custody arrangements.

Blake Jumper is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2026. Prior to his career in finance, Blake worked in various roles including positions at Melton Truck Lines and All American Window Cleaning. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices nationwide.

Jonathan Haverfield is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at RNDC and Scripps (KJRH-TV). He is also a co-founder of Odds Are LLC, a clothing brand where he manages design and production, and contributes to Mike Collier Weather, an online weather app providing severe weather information in Oklahoma. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Beau Driggers is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a commercial property owner in Coweta, Oklahoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeffrey Hutto is a financial advisor at Edward Jones in Tulsa, Oklahoma, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

Kyle Mccann is a financial advisor with LPL Financial in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes over two decades with Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Josephine Concannon is a Financial Advisor at Merrill Lynch Wealth Management, specializing in serving affluent individuals and families. She holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations and focuses on creating customized strategies to protect, preserve, and grow multi-generational wealth. Prior to becoming a financial advisor, Josephine spent six years in corporate consulting in Chicago, developing strategic thinking and problem-solving skills. She holds dual bachelor's degrees in International Business and Human Resource Management from the University of Oklahoma. She is actively engaged in the Tulsa community and is a member of Leadership Tulsa's 73rd class. Josephine was born and raised in Tulsa. She and her husband, Mike, recently welcomed their daughter, Dottie. Outside of work, she enjoys cooking, pickleball, reading, spending time with family, tennis, traveling, and yoga.

Jordan Walters is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2022. Prior to that, he held multiple roles at Arvest Wealth Management and Arvest Bank between 2016 and 2022. 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.

Stephanie Pollard is a CFP® designated financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014 and holds a Series 66 license. Outside of her advisory role, she owns and operates two small businesses selling postage stamps and crafts online, as well as creating jewelry for sale on Etsy. 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 advisory services supported by a large nationwide network of financial advisors and branch offices.

Carter Cowan is a Series 66-credentialed financial advisor with 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Cowan also works as an independent insurance agent offering life and long-term care insurance and is involved with a charitable LLC focused on supporting nonprofit initiatives. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charities, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers tailored investment strategies across multiple platforms and includes both proprietary and third-party model solutions.

Jeffrey Roblyer is a financial advisor with Wells Fargo Clearing in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns inherited mineral rights in Tulsa and maintains an inactive law license with the Oklahoma Bar Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options, serving institutional clients with tailored plan-level investment management.

Kyle Seeman is a financial advisor with LPL Financial, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Capital One Investing, 10Elms, LLP, Sageview Advisory Group, and United Income, Inc. He is based in Broken Arrow, Oklahoma. 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, supported by a large network of investment adviser representatives and a broad suite of operational tools.

Tristan Dotts is a financial advisor with LPL Financial in Tulsa, OK, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Waddell & Reed, Inc., various insurance carriers associated with W&R Insurance Agencies, and Edward Jones. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and custom strategies.

Kara Younce is a financial advisor with Osaic Wealth, Inc. based in Tulsa, Oklahoma. She holds a Series 66 designation and has 19 years of industry experience, including roles at Investment Designers of Tulsa, Inc. since 2009 and Royal Alliance Associates, Inc. since 2008. Younce serves as a board member of the Scissortail Ridge Association, a neighborhood homeowners association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct portfolios across a range of investment types.