Stephen Dunaway is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 1998 and holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) certification. Stephen earned a Bachelor's Degree in Finance from the Oklahoma State University System and completed the Accredited Certificate Program from the College for Financial Planning. Stephen focuses on assisting clients with investment strategies, tax minimization, retirement planning, insurance, and estate planning services. His client areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, and both individual and corporate investment strategies. Outside of his professional role, Stephen values spending time with his wife and two children. His personal interests include cooking, fishing, football, gardening, golfing, traveling, and volunteering with community organizations.

John Bizjack is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include ten years at Morgan Stanley and five years at Wells Fargo Clearing. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various research and operational tools.

Tamra Moore is a financial advisor at Edward Jones with 19 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2006. 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 nationwide network of more than 23,000 advisors.

Melissa Downing is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at several firms including Avantax Advisory Services and Golden Rule Insurance Company. Outside of her advisory duties, she manages bookkeeping at Downing Manufacturing and serves as an office manager and tax return processor at Cochran Bell LLC. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Megan Gatlin is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, bringing three years of industry experience. Her career includes roles at Minnesota Life Insurance Company and Securian Financial Services, alongside her current work at Cambridge. In addition to her advisory role, she is also an independent insurance agent and operates Northstar Wealth Management, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, using both proprietary and third-party strategies tailored to client objectives.

Michael Williams is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Merrill. Outside of his advisory role, he is a financial partner and managing member of KPW Vending LLC, a holding company with plans to invest in the HVAC industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting through a non-discretionary approach. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

James Ryan is a financial advisor at Osaic Wealth with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Penn Mutual and Hornor, Townsend & Kent for 22 years each. He is also the owner of Ryan Capital Group LLC, an insurance sales and service business. Osaic Wealth serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using various tools and strategies to construct diversified portfolios.

Neal Sperry is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a 25% owner of Vela Wealth Management LLC, where he dedicates significant time managing investment-related activities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and tools to develop tailored recommendations, and integrates advisory services with various financial products and referral channels.

John Buxton is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and operates KEBUX LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and affiliated services beyond traditional advisory offerings.

Blake Johnson is a financial advisor with Ameriprise in Tulsa, Oklahoma, holding a Series 66 designation and 24 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 19 years from 2001 to 2020. Outside of his advisory role, Johnson is also an attorney and co-owner of a real estate business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized income plans. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Allen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has held previous roles at Cambridge Investment Research, Legacy Insurance Advisors, Chinquapin Trust Company, and Creative Planning. Outside of his financial career, he was employed at the YMCA of Greater Kansas City for four years. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Derek Johnston is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s 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.

Lee Dewey is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Born Again Restored and Dewey Land Resources, LLC, and spent seven years at Unit Corporation. Outside of finance, he is involved in handyman work in Tulsa, OK. 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 portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Nathan Palmer is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 66 and Series 63 credentials and has been with OSAIC since 2015. Outside of his advisory work, he serves as a board member for First Church of the Nazarene in Broken Arrow, Oklahoma. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Robert Linn is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. In addition to his advisory role, he is involved in independent insurance brokering with Blue Cross & Blue Shield of Oklahoma. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Tyler Cornwell is a financial advisor with Edward Jones in Tulsa, OK. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Rogers State University and in various roles including education and retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Wade Farquhar is a financial advisor at Edward Jones in Tulsa, OK, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he spent ten years at Lean Teams. Outside of his advisory role, Farquhar serves as an adjunct instructor at Tulsa Technology Center and coaches youth wrestling at Broken Arrow Wrestling Club. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies and affiliated financial services operating under a fiduciary standard.

Samuel Barker is a financial advisor with Edward Jones in Tulsa, OK, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Barker is a member of Aventus LLC, a commercial real estate business in Tulsa. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and 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, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Brandon Ford is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Securities America Advisors, Inc. for 20 years prior to joining OSAIC in 2024. In addition to his advisory role, he serves on the finance committee of St. Patrick's Episcopal Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create diversified portfolios managed on both discretionary and non-discretionary bases.

Jeffrey Ellson is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial and Raymond James Financial Services since 2000. In addition to his advisory role, Ellson serves as CEO of the Jack Richardson Foundation, a nonprofit where he oversees investment decisions and donation recipients. 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 offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.