John Cary III is a financial advisor with Morgan Stanley in Tulsa, OK, holding a Series 63 designation and bringing 46 years of industry experience. His career includes roles at Citigroup Global Markets since 1990 and Morgan Stanley Smith Barney since 2009, transitioning to Morgan Stanley Private Bank in 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Brian Bizjack is a financial advisor with LPL Financial in Tulsa, Oklahoma, holding a Series 66 designation and nine years of industry experience. He worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2026 before joining LPL Financial in 2026. He also spent one year as a stay-at-home parent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jeffrey Galvin is a Series 66-licensed financial advisor with Morgan Stanley in Tulsa, OK, and has 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Jeffrey Roberts is a financial advisor with Edward Jones in Tulsa, OK. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked at several firms including SRS Solutions, LLC and Tower Engineering Professionals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds.

James Aldag is a financial advisor at Merrill in Tulsa, OK, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has worked at Merrill Lynch Pierce Fenner & Smith Inc. since 2003 and has been with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s broader corporate platform allows access to a wide range of products and services beyond typical wealth management offerings.

Kelly Hotovec is a Planning Consultant at Fidelity Investments, where she supports the financial planning process by collaborating with clients pursuing long-term retirement needs and other financial goals. She has been with Fidelity Investments since 2021, initially serving as a Relationship Manager before transitioning to her current role in 2023. Prior to joining Fidelity, Kelly worked as an Associate Wealth Management Advisor at Northwestern Mutual from 2019 to 2021. Kelly holds an Arkansas Insurance License, which complements her expertise in financial planning and client relationship management. Outside of her professional responsibilities, she engages in family activities and enjoys movies, museums, and parenthood.

Christopher Mc Keown is a financial advisor with Ameriprise in Tulsa, OK, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a minority owner of Oak Tree Premier Management Services, LLC, a business unrelated to investment activities. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cinamon Demuth is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Tulsa, OK. She has 18 years of industry experience, all with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices across the country.

William Lee is a financial advisor at Edward Jones in Tulsa, OK, with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His career background includes roles at Raymond James Financial and the Swinehart Insurance Agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Sarah M. Bell is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC and Kendra Scott. She is also a commissioned notary in the state of Oklahoma. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and portfolio management.

Craig Loney is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. He worked previously at Bancfirst, Phillips Capital Advisors, Inc., and T. S. Phillips Investments, Inc. He is also involved with an independent advisory group related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Frank Mamola is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has previously worked at Cetera, Edward Jones, and AEG Worldwide. Outside of his advisory role, he owns Red Brick Pizza Cafe in Sand Springs, OK. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Stephanie Van Devander is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 66 designation and 10 years of industry experience. She has been with Morgan Stanley since 2017, following positions at PNC Bank and PNC Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by a structured process and firm-approved planning tools.

Dylan Hammond is a Financial Advisor Trainee at Merrill Lynch Wealth Management. In this role, Dylan is developing skills in financial advising under the guidance of experienced professionals. While currently building expertise, Dylan is gaining exposure to various aspects of wealth management and financial planning. Outside of work, Dylan has a range of personal interests including basketball, biking, camping, hiking, rock climbing, running including marathons, scuba diving, swimming, and traveling. These activities reflect a broad engagement with outdoor and fitness pursuits.

Mark Ingram is a Wealth Management Advisor with Merrill Lynch Wealth Management in Tulsa, Oklahoma. With over 40 years of experience at Merrill Lynch, he provides comprehensive financial advice and guidance to individuals, families, and small businesses. Mark works closely with a team of specialists to assist clients in all aspects of their financial lives and serves as their primary point of contact. He is also a qualified Portfolio Manager, managing personalized or defined investment strategies, including individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment approaches, which may be managed on a discretionary basis through the firm's Investment Advisory Program. Mark holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ designation, and the Certified Plan Fiduciary Advisor® credential. He earned his high school diploma from Bishop Kelley and a bachelor's degree from the University of Tulsa. His expertise encompasses retirement income planning, legacy planning, family wealth management, and several other client-focused financial strategies. Recognized for his professional achievements, Mark has been named to Forbes' Best-in-State Wealth Advisors list and Barron's Top 1200 Advisors multiple times. He is active in the community through his involvement with the Park Church Car Ministry, which repairs cars for widows and individuals who cannot afford vehicle repairs. In his personal time, Mark enjoys basketball, bowling, cooking, fishing, football, golfing, swimming, table tennis, and spending time with his family. He is also a member of the Porsche Club of America.

Wyatt Weaver is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has prior work experience including roles at Power Kleen, the Town of Pendleton - Fall Creek Golf Club, and GO Irrigation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Cole Kidwell is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, he worked at Murray Land Services LLC for four years. 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 investment advisory programs and services, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Laura Leslie is a financial advisor with Osaic Wealth Inc. in Tulsa, OK, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Primerica Advisors and Primerica Financial Services and has a background that includes five years at Life.Church. Leslie also serves as a registered assistant for Financial Builders LLC, supporting office operations and client account activities. Osaic Wealth Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services, financial planning, and access to various managed account platforms. The firm utilizes asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Jerold Ross is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he owns and maintains a chapel that he rents for weddings and funerals, and he is involved in property development around a local lake. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and has a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Kyle Canida is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2022, he worked at Woodmen Financial Services, Inc. and Woodmen Of The World Life Insurance Society from 2020 to 2022. Before entering the financial sector, he served at the Oklahoma Bureau of Narcotics for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and affiliated mutual funds through a nationwide network of over 23,700 financial advisors.